FlahertyColvin is a boutique independent advisory firm based in Westerville, Ohio, offering lifestyle financial consulting for over 50 years. With a team of experienced professionals, they provide sound and realistic financial advice tailored to individual goals and lifestyles, utilizing advanced portfolio construction techniques and a comprehensive approach to help clients balance their present needs with future aspirations.
As a fiduciary firm, FlahertyColvin prioritizes the best interests of their clients, holding themselves to a high standard of integrity. Their founder and CEO, Stew Flaherty, advocates for a sensible and sustainable approach to managing money, emphasizing the importance of planning for both expected and unexpected circumstances. Through their trademark Lifestyle Financial Management process, FlahertyColvin helps clients make informed decisions and achieve financial success.
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