Our Process

Financial Advisor meeting with clients


Quick, Informational & no cost to you. All of this begins with a meeting. We want to get to know you and learn about your current situation and your future. We want to help create a plan that will help you achieve your goals.
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Let’s not just connect but build a relationship. Our personal approach to financial management allows us to offer services that go beyond simply investing. We can help you on your financial journey in many aspects of life. With our adaptable mindset, we can deepen the conversation and move the discussion from helping you manage your assets, to helping you manage your life.
Financial Advisor showing client information on a tablet


We are all about a hands-on approach to finances. In making our work more personal, we have learned how to explain confusing topics in easy-to-understand ways. We promise to take the necessary time to explain what’s confusing and answer any questions you have along the way. We want to help you be confident in the decisions you make about your future.
female financial advisor consulting with client


Our focus is not on the market economy. It’s on the economy of YOU. You will always hear from us, no matter what the market conditions look like. We will never stop at what is simply necessary. We strive to anticipate your needs and are diligent in providing you the information you need and the comfort you deserve.
man and son fishing on dock


If it hasn’t been made clear already, we will spell it out for you now. YOU are OUR main priority. We measure our success by your success. Financial management is not a destination, it’s a journey.
We know that personal relationships with money can get complicated and we want to help. We build our relationships with you on a foundation of mutual trust and respect. We cultivate long-lasting and meaningful connections with the people we help.

We firmly believe that our company is the strongest when our clients are well-informed, confident, and have trust in their financial decisions.

Learn how you can work with Finteris, to build a financial relationship to withstand generations.