About Us

Welcome to Walen Financial Group, LLC, where we are driven by a profound mission: to help individuals discover their true purpose for money and achieve their financial goals through sound investing. With an impressive 47 years of experience in the industry, we understand that there are no shortcuts or quick fixes when it comes to investing. That's precisely why we are here—to guide and empower you on your financial journey.

  • Our commitment to coaching and educating our clients sets us apart. We firmly believe that informed investors make better decisions. Our team will skillfully navigate you through the do's and don'ts of investing, dispelling myths that may cloud your judgment. You can trust in our qualified investment advice, backed by expertise and a track record of success.
  • What truly sets us apart is that our wealth management system is inclusive, catering to individuals from all walks of life, not just the super-rich. Our investment philosophy has transformed the financial futures of countless people, and we are determined to do the same for you.
  • At Walen Financial Group, our wealth-building approach is rooted in research-based financial and behavioral science, not in unfounded claims of extraordinary abilities. We know that investment success is about understanding and knowledge, not mere luck. Through our coaching, we aim to empower you not only in managing your investments but also in handling the emotions that come with investing.
  • When you choose Walen Financial Group, you're choosing a partner that puts your interests first, offering personalized financial planning services and consultations. With our effective and time-tested approach, we are ready to guide you towards a brighter financial future. Join us and embark on a journey of financial growth and fulfillment.

Walen Financial Group, LLC provides you with an opportunity to effectively achieve your financial goals.

The mission of Walen Financial Group, LLC is clear. We provide you with an opportunity to effectively achieve your financial goals.

  • 1 An educated investor is a better investor.

    Walen Financial Group, LLC coaches investors in the area of free-market investing. Walen Financial Group, LLC provides educational workshops along with newsletters and other literature designed to increase your knowledge and keep you informed about financial markets.

  • Free-Market Portfolio Theory is the basis for the management of client investment portfolios. We will refrain from making investment recommendations that involve variations of stock picking, market timing or any reliance upon past performance as a future guide.

  • It’s a given that our business is dependent on our clients. However, we look at our clients as more than business opportunities. We truly care about each person and their unique situation. Our main goal is to help each individual/family achieve their dreams and goals. Walen Financial Group’s, LLC mode of operandi is the Golden Rule: Treat others as you wish to be treated.

Walen Financial Group, LLC provides you with an opportunity to effectively achieve your financial goals, Investing and Investment.

Agile Investing: Strategies for Growing Your Wealth

The field of investing is quite large, and there is an almost infinite number of things to learn. That’s okay. You don’t need to learn everything there is to know to become a successful, profitable investor. Real-life experience shows that anyone can gain positive financial benefits just by learning the BASICS of investing. No matter if you are sixteen or sixty, knowing the fundamentals will put you well ahead of your peers in terms of financial literacy and ultimately financial success.

This book will give you the basic knowledge you need. It can serve as your main informational primer giving you a broad overview of investing facts, the risks involved, and the science behind successful investing. So relax, open your mind and prepare to take the steps to become an agile investor.

Agile Investing: Strategies for Growing Your Wealth, Investing and Investment.


We offer the following services:

Investment advice services

If you've landed here, you are likely looking for investment advice from a financial advisor.

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Retirement planning services

Retirement planning is a big deal. Maintaining the living standards you had while you were employed.

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Tax planning services

As has often been said, death and taxes are the only sure things in life.

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Debt Management Services

People often think financial advisors are people you hire to help you invest your money.

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Walen Financial Group, LLC is here to help you make better financial decisions. The investing models we employ are rooted in economic theory developed by Nobel Prize winning researchers and leading economists. You don’t have to dive deep into that theory to make successful investments, all you need is qualified coaching and expert advice, so you can develop a successful investing strategy yourself. We are here to help you transform your experience with money and achieve true peace of mind.