Let’s face it, we’re not for everyone.

That’s why you found us. You sacrificed a lot to get where you are. You’re a realist who knows that financial security is built over time – through hard work and discipline. You’re the type who gets more excited improving the numbers on your balance sheet than you do buying a luxury car. We do, too. Now you’re ready to partner with a professional to make sure you do it right.

Here’s what you get when you work with Wealthway Financial Advisors. We deliver objective, unbiased financial advice through comprehensive financial planning and expert investment management. We’re an independent Registered Investment Advisor beholden to no one but our clients. Our advisors are experienced CERTIFIED FINANCIAL PLANNERS™ legally held to a fiduciary standard to put your interests ahead of our own. We believe that comprehensive financial planning and rational investor behavior are the keys to inevitable, enduring wealth. We work best with clients who share that view.

At Wealthway, we use customized financial strategies to enhance your quality of life. Our process is designed to make you feel like everything is easy, everything is under control, everything is possible. As we work together, we’ll talk about how you got here and help you figure out where you want to go. Eventually, you’ll start sharing pictures of your vacations and pets. Then we’ll help you decide when it’s time to buy that luxury car.

When you finally find the right partner, you know it. Maybe that’s why we get more hugs than handshakes.

Wealthway Financial Advisors. Planning for life.


OUR PHILOSOPHY

Radio Show

Listen to our popular radio show “Dollars and Common Sense” hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP®
Airs on WNIS 790AM Every 2nd & 4th Saturday at 9 A.M.

Newsletter

Sign up to our quarterly newsletter using the form below: