Wela Financial Advisory

Our investment business has a long history of neglecting the clients' needs. Wela Financial Advisory was established as a response to that trend. We intentionally chose to treat you with respect and transparency. We carry that legacy forward. Wela, the Old English word for "wela," means prosperity or abundance. We seek to change your life as our client with your advice. We make your wealth personal, grounded in research, and integrity, and place you first. We started our journey in 1995. It's been almost 30 years, and we are still serving our clients. Our fees are lower than the average industry. Our customers have been through many cycles of the market with us and we have built relationships that last generations. Our financial planning and investment management services are only available to a select few individuals and families. You know someone you trust if you are here. It is our mission to earn that trust. We know that it starts with solid foundational alignment. We are independent Registered Investment Advisors and we uphold strict fiduciary standards. Our only concern is our clients. We care about their lives and put effort to better financial and daily lives.

Client reviews for Wela Financial Advisory commend their professionalism, expertise, and personal approach. A lot of reviewers cite Esmond Pabilona as an especially helpful financial adviser. Customers transitioned to Wela and were satisfied with their ongoing service. Anders Storvik and the rest of the team at Wela are also praised for being approachable and communicative. Customers acknowledge that the team's personal connection and dedication set Wela apart. The firm's regular investment performance and deep knowledge of customer tax implications help clients feel secure and on the right track. The company demonstrated its stability and longevity through repeat customers and recommendations from other families for whom Wela has safeguarded their retirement plans. Clients frequently mention that the team's introductions and financial plans have helped them transition easily into retirement and financial independence. Wela comes highly recommended by consumers for dependable financial planning and friendly service.