Hello, how we can help?

Whether you’re navigating the challenges of life-altering events like the loss of a loved one, divorce, retirement planning, or a career change, Techwally Financial understands the unique needs of individuals in such situations. We serve as a reliable source of sound financial guidance, offering support to our clients during both the highs and lows:

• Loss of a Loved One – With a commitment to alleviating stress, promoting healing, and securing a stable financial future, we assist clients in estate planning, tax planning, investments, and more after the loss of a loved one.
• Divorce – As a top-rated divorce financial advisory firm, we provide valuable insights into financial matters related to divorce, including tax considerations, retirement plans, health insurance coverage, and more.
• Inheritance – Techwally Financial helps clients maximize the potential of inherited assets through thoughtful and expert guidance, alleviating the overwhelming feeling that often accompanies a significant windfall.
• Retirement – As one of the leading financial advisory firms in the United States, Beratung Financial works to ensure our clients can retire with confidence and on their own terms through expert wealth management.
• Career Change – While changing careers can be rewarding, it also involves important financial decisions, and Techwally Financial facilitates this transition by offering expert financial advice.

Our firm maintains an intimate, boutique ambiance coupled with a highly personalized approach, setting us apart from many other financial advisory firms. We boast a remarkably low client-to-advisor ratio, enabling us to provide exceptional attentiveness to our clients and grant them financial peace of mind even amidst life’s tumultuous changes.

Our award-winning team was established and is led by accomplished, driven, and experienced women, making us a distinctive presence in the industry, given that only 9% of financial advisory firms have female ownership.

Each of us is driven by a deeply personal connection to the work we do. Our passion and unwavering dedication are just a few of the reasons our clients hold us in high regard. We cultivate effective, enduring relationships with our clients, reflected in a remarkable client retention rate of 98%, far exceeding industry standards.

Certainly! We proudly uphold our independence and maintain a fiduciary duty, operating as a fee-only financial advisory firm. We’ve solemnly pledged to prioritize your best interests.

Our foundational fiduciary principles are:

1. Client-Centric Approach: We place your interests above all else, ensuring your financial well-being is the top priority.

2. Prudent Action: We exercise professional skill, diligence, and sound judgment in managing your finances.

3. Transparency: We are committed to providing comprehensive, honest, and clear disclosure of all material information.

4. Conflict Resolution: We diligently manage and openly disclose any potential conflicts of interest.

According to the White House’s Council on Economic Advisors, non-fiduciary advice can cost investors an additional $17 billion annually. As a fee-only wealth management firm, we do not receive any commissions or kickbacks from investments or insurance products. When we make a recommendation, you can be confident that it is solely in your best interest. Our unwavering commitment is to you and your pursuit of an exceptional life.

You can find more about our profile on NAPFA [here](link) and our advisor profiles on the Fee-Only Network:

– Stacy Smith
– Matt Davies

Absolutely! We are more than willing to collaborate seamlessly with any existing professionals who play a role in your financial life. Upon your approval, we can facilitate the exchange of information and ideas with your team to enhance the quality of advice we provide. Your team might encompass professionals such as accountants, estate planning attorneys, property and casualty insurance agents, as well as specialists in life, disability, long-term care, and health insurance.

During our two decades in the industry, Techwally Financial has cultivated reliable partnerships with a network of professionals who may be essential on your financial journey. Should you require assistance in assembling a team of knowledgeable and compassionate experts, we are delighted to be a resource for you.

No, there is no charge for the initial meeting with our Techwally Financial advisors. During this meeting, we will address any queries you may have and assess whether we are the right advisors for your needs.