FINANCIALLY HEALTHY, LLC

Overview

Financially Healthy, LLC is an independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small business owners. The firm runs a strongly equity-oriented strategy, using exchange-traded vehicles as the primary building blocks of client portfolios. Engagements combine ongoing portfolio oversight with fee arrangements that include a percentage of assets under management, hourly work and fixed-fee projects, which suits both ongoing wealth management relationships and one-off planning engagements. Business activity centers on individualized client work rather than institutional mandates. Service delivery emphasizes discretionary management: the firm reports that all reported assets are actively managed under discretionary authority. Given its client base and account count, the firm appears structured to serve high-net-worth households via tailored portfolios rather than a product-heavy, model-only platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices