Building Strong Financial Partnerships
Fielder Finley Wealth Management was established in 2009 by four former Merrill Lynch colleagues, Zac Fielder, James Finley, Kelly Newell, and Rayna Jones, continuing their successful careers in wealth management. Our mission is to provide unbiased investment advice and world-class service with a client-first approach. We take the time to understand your financial needs, goals and lifestyle so that we can tailor our advice to your unique aspirations.
Independent Expertise
As independent advisors, we offer personalized recommendations with no proprietary investment products or investment banking ties. Our priority is always our clients, delivering personalized services backed by decades of industry experience that aim to help turn investment goals into financial realities.
Partnering With LPL Financial
In 2009, we partnered with LPL Financial, the largest independent broker-dealer in the nation.* With over 40 years of experience, LPL supports advisors by simplifying operations, allowing us to focus entirely on the pursuit of helping clients achieve their financial goals and dreams.
Reach Out
Our partnership is more than just a business relationship; it's a commitment to your financial success and well-being. Feel free to contact us if you have any questions.