Our Mission Statement

Findley Financial is a client based financial advisory organization working with family owned businesses and other individuals who strive to pay less in taxes and manage their assets for the future by identifying dangers they might face, opportunities to be captured and strengths to be maximized.

We create a financial planning experience that results in our clients identifying and taking proactive steps to attain their financial objectives.  Our practice is well-balanced among employee benefit solutions, advisory portfolio management and individual insurance products.