WHO WE ARE
Michael Finch, CPWA®, is a retired Air Force officer and C-17 pilot and the founder of Finch Wealth Management, a Registered Investment Advisory Firm. Finch Wealth Management’s sole mission is to help individuals and families strive to achieve financial independence. Specifically, we specialize in helping families with three distinct phases of which financial planning can have the largest impact. Young families preparing for the future, those approaching military retirement, and those working in civilian careers preparing for retirement. The firm serves clients virtually as a fiduciary, always acting in our clients’ best interests and providing them with evidence-based investment management services.
Michael Finch is a graduate of Yale’s School of Management's Wealth Management Theory & Practice program and is a Certified Private Wealth Advisor® Certificant which is an advanced professional certification for advisors who serve high-net-worth clients. Michael 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. He later served as an adjunct professor teaching finance and accounting at Western New England College outside Boston. Michael also holds a Master's Degree in Strategic Studies from the US Army War College and a Master's Degree in Logistics from the Air Force Institute of technology.
Mike served on active duty for 24 years flying multiple aircraft, including C-21s and C-17s. He commanded a deployed squadron in the Middle East, and later the Operations Group at Altus AFB, flying the C-17 & KC-135.
While serving on active duty, Mike earned two additional masters degrees: a Master of Science from the Air Force Institute of Technology and a Master in Strategic Studies from the US Army War College.
Mike and his wife, Jana, loved their time in the Air Force and still consider themselves a proud military family. They had their two sons, Luke and Charlie, while stationed at McGuire AFB, NJ. Jana left her career as a Nurse Practitioner just before their first son was born, and loved being actively involved as a military spouse. During their time on active duty, Jana started a home-based business and later returned to her medical career after the coupled retired from active duty.
Finch Wealth Management
Mike's passion for investing goes back to his undergraduate and MBA timeframes. Mike has always had two loves professionally; finance and flying. In the early 1990s, Mike accepted a broker position with Dean Witter Reynolds after graduate school. However, the Air Force offered Mike a pilot slot, so he went on active duty to pursue his military flying dream. However, his passion for service and financial management remained, and Mike is now the founder of Finch Wealth Management, LLC.
Finch Wealth Management typically constructs client portfolios with mutual funds, exchange-traded-funds (ETFs), and separately managed accounts (SMA) from Dimensional Fund Advisors (DFA)s. Charles Schwab Advisor Services or Altruist acts as custodian for client accounts.