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 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.