Are you looking for an advisor that will be a good coordinator? White Raven Financial incorporates financial planning and investment portfolio management as well as coordinating the estate planning, legal resources, tax professionals, and insurance agents that you need. At White Raven Financial, we are fiduciaries; we think, work and act in your best interests. We develop a relationship to understand your personal and financial life and your life goals. This allows us to give you options from which to choose and promote financial solutions.
Our office is located in an environment surrounded by nature. Take a walk around the grounds and visualize your future. In addition to standard business hours, we offer flexible appointments during evenings, and via Skype.
What makes us unique: Our personal approach to you.