Learning More

About Porsch Financial

Porsch Financial Group is an independent financial advisory practice. We take a holistic approach to wealth management by investing time in getting to know our clients prior to making any recommendations regarding their investments.

What we have created after working with hundreds of clients is a defined and disciplined process that identifies the thirteen most important wealth management issues a client may experience during their lifetime. These issues range from saving for education and retirement to estate distribution plans

A More Rewarding Relationship

No one has the same vision for their life. Reaching life’s goals requires building a sound strategy. Through planning, prioritization, and focus, we help our clients turn their vision into an enduring plan. This takes time and discovery which leads to a more rewarding relationship for our team and our clients. Our firm has made a strategic decision to limit the number of clients accepted into our practice to ensure each client receives the appropriate amount of time and attention.

During a process of discovery, we collaborate to identify our client’s most pressing objectives and vision for the future. We create strategies designed to find a balance between the financial resources available, our client’s tolerance for risk and important timetables.

Vision

Our objective is to bring confidence, satisfaction, and a sense of well being to each of our client’s financial experiences, regardless of which stage of life their planning includes. Our vision is to become our client’s most trusted and valued advisor!

Resources

Being an independent financial advisory practice brings vast resources to the work we do with our clients. We have chosen a strategic relationship with Cetera Advisors, our broker dealer, and First Clearing Corporation, a Wells Fargo Company. These organizations offer our firm the ability to stay focused on the wealth management process and the thirteen most important issues. We do this with independent, unbiased research, a unique platform for private investments, state of the art technology, and ongoing economic analysis.