What sets us apart?

Our team at White Raven Financial is not your typical financial advisory firm. Here are a few things that we do differently:

White Raven Financial is an independent, trust-based, fee-only Registered Investment Advisor (RIA) located on the beautiful Stump Farm. Being independent frees us from being affiliated to any broker, bank, or insurance company. As fee-only advisors, we are compensated only by our clients not by earning commissions on product sales , referrals, or accepting gifts. In addition, Diane and Brett are CERTIFIED FINANCIAL PLANNER™ professionals whereby they swear to uphold a fiduciary standard. What does it mean to be a fiduciary? It means that we are legally sworn and obligated to always place the interests of our clients ahead of our own.

We are a dynamic team which allows us to provide advice to a wide spectrum of those seeking financial guidance. Whether you’re just getting started with your career or you’re planning on retiring soon – we have the knowledge and tools to help you along the way.

We understand the importance of investing in companies that provide social and environmental good. Our focus on sustainable, responsible, and impact investing helps us manage your investments that closely align with your own personal values and interests.

Why go about it alone when you can have a dedicated, knowledgeable team who focuses on YOU. Come visit us at our majestic office setting and experience the difference.

Our team

Diane Jochimsen, MS, CFP®

President/Financial Advisor

Brett Lathrup, CFP®

Financial Advisor

Kris Jochimsen

Marketing/Business Support

Austin Hunt

Client Outreach

Tu

Greeter

Ready to start?

Book an Appointment