Should I Enroll in the Survivor Benefit Plan (SBP)?
A fiduciary wealth advisor
that understands the specific financial opportunities & challenges a military career brings.
Michael Finch, CPWA®
Yale's School of Management's Wealth Management Theory & Practice Graduate
Certified Private Wealth Advisor® Certificant
MBA, Finance, Eller School of Management, University of Arizona
Colonel (Ret), USAF
Founder, Finch Wealth Management.
Michael Finch, CPWA®, MBA, is a retired Air Force Colonel and C-17 pilot and the founder of Finch Wealth Management. Mike:
is a graduate of Yale’s School of Management's Wealth Management Theory & Practice program.
is a Certified Private Wealth Advisor® Certificant, an advanced professional certification for advisors who serve high-net-worth clients.
earned his undergraduate degree in Finance and his MBA with a concentration in Finance from the Eller College of Management at the University of Arizona.
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.
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?