We created Walden Wealth Partners in 2015 to help clients achieve their most cherished life and legacy goals by providing expert advice that is ethical, supportive and comprehensive. This combined focus on competency and values drives our work.
You have heartfelt goals. But we know that even when your vision is clear, the path can seem obscured by confusion or doubt.
At Walden Wealth we illuminate the path, providing the expert advice and supportive environment you need to confidently move forward.
We collaborate with individuals and families, as well as their advisory team, to build and implement financial and investment plans. We ask thought-provoking questions, provide insightful analysis, and facilitate discussions in which clients speak their minds, secure in the knowledge that they are understood and supported.
As fiduciary investment consultants to trustees, corporate retirement plan sponsors, and managers of endowments, we partner with our clients to establish and implement prudent investment processes that meet the Global Fiduciary Standard of Excellence. Our clients confidently execute investment strategies knowing that they are following best practices, meeting their legal and ethical obligations, and adhering to processes that can improve their efficiency and effectiveness for better outcomes.
Provide expert advice. Our services are reliable, research driven, and tailored to strengthening your financial well-being.
Uphold the highest standards for competency. Your plan will be clear, intelligent and strategic. We look at every situation with analytical rigor. We follow both the fiduciary best practices of an Accredited Investment Fiduciary, and the professional personal financial planning standards developed by the Certified Financial Planner Board of Standards. The AIF, CFA, CFP® and CPA (inactive) designations require rigorous certification coursework, ongoing continuing education, and adherence to a strict Code of Ethics.
Work with integrity and transparency. You receive a written agreement at the start of our relationship that fully discloses the scope and fee for the services that you need. Our recommendations reflect the simplest, most prudent solutions. Our FEES are transparent easy to understand.
Serve your best interests with independence. As a Fee-Only firm, we never receive or accept compensation from third parties as a result of our recommendations, thereby eliminating potential conflicts of interest.
Financial planning creates the roadmap to fulfill your life goals. A well-crafted plan will:
- • Chart a clear and actionable course to reach your goals.
- • Help maximize economic opportunities and manage adversity throughout each stage of life.
- • Add meaning to financial decisions by helping you understand how each financial decision impacts your short-term or long-term financial well-being.
- • Position you to make course corrections. The ability to pivot and adjust will give you the confidence to seize opportunities, face adversity, and assess how to stay on track to meet your goals.