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Helping Military Families Plan for   Financial Independence

Portrait of Mike Finch
If you're looking for a
veteran-owned financial planning practice 
that understands the specific financial opportunities & challenges that come with those who have chosen to serve, we are your firm.  

Let's meet virtually.  

Do you know your risk number? 

An example of a Riskalyze output of 44 for risk tolerance

Risk Number® technology utilizes a scientific framework awarded the Noble Prize for Economics and objectively calculates an investor's true risk tolerance.

ABOUT US

Finch Wealth Management is a Registered Investment Advisory Firm founded by Michael Finch, Colonel USAF (Ret), MBA.  As a retired Air Force pilot and officer, Mike understands the unique financial opportunities and challenges military service brings to the families who serve our armed forces. 

OUR PROCESS 

  • Meet with you virtually to understand your financial goals.

  • Use Riskalyze to assess your risk tolerance and current investment risk.

  • Understand current and future resources you will have to commit to those goals.

  • Create a cost-effective portfolio matching your risk tolerance and create a finanical plan.

  • Continously review the progress towards the goals.

OUR CLIENTS 

We only help people we can have a major impact on. Therefore, we focus on helping military families and individuals in 3 phases of life:

  • Young military families accumulating assets.

  • Military families preparing for retirement or separation

  • Military families in a second career.

Frequently Asked Questions 

Who is your ideal client? 

Who is not a good fit?  

Who do you use for an account custodian?  

Do you meet with clients virtually? 

Do you have conflicts of interest?  Are you a fiduciary?

What are your fees? 

Is it too late for me to gain financial independence and leave a legacy for my children? 

Our Partners 

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