Financial Planning
Focused on
Your Future

Are you seeking a financial planner who can bring clarity, confidence, and peace of mind to your personal finances?

Choose Wendt Financial Advisors

That means large-firm capabilities with small-firm attention.
As a fee-only advisory firm, our low-cost fees are transparent and aligned with your interest.
We adhere to a fiduciary standard and always place your interest above our own.
Personal financial peace of mind is the result of pro-actively coordinating all aspects of your financial life.
As a CERTIFIED FINANCIAL PLANNER™, we have met extensive training and experience requirements outlined by the CFP Board.
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Our Services

Why Wendt Financial advisors

Managing your personal finances is complicated. Especially if you lead a busy lifestyle. You want the peace of mind that comes with a well-thought-out plan. But if you’re honest, you don’t have the time or technical knowledge to craft it yourself.

The problem is it can be hard to trust just about any financial advisor these days. The “Wall Street culture” seems to have spread its way across the country. Everyone is focused on how much they can make from your investments and that can leave you exposed to hidden fees and expenses.

At Wendt Financial Advisors, we place our clients’ best interest ahead of our own. It’s how we’ve always done it. For more than 25 years, we’ve helped hundreds of families coast to coast feel confident about their personal financial situation now and in the future.

Why do we do it? Because after a lifetime of providing for your family, we believe you should be able to enjoy the retirement you’ve always dreamed of. Schedule a free consultation today and we’ll show you just how easy it can be to experience financial peace of mind.

Begin Your Journey to Financial Peace of Mind


There are a lot of big financial decisions in life. Having a financial advisor you can trust allows you to make the right choices, avoid costly mistakes, plan for a comfortable retirement and look after your family when you’re gone.

Nothing. You can book a free consultation with a Wendt financial advisor today.
As a Registered Investment Advisor we have a fiduciary obligation to act in your best interest at all times.
We maintain our independence and objectivity by being compensated by transparent fees paid by you. Commissions paid by investment securities and insurance products are not accepted.
We meet with all our clients at least three times a year.