FINISH WELL RIA LLC

Overview

Finish Well Ria LLC is an independent, individual-owned registered investment adviser that focuses on individuals and families. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with insurance brokerage services. Its stated fee model is fixed fees rather than an asset-based or performance fee structure. Finish Well does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser. The firm is not set up as a capital allocator to outside managers; its business model centers on direct client relationships and fee-for-service advice rather than operating a fund platform or allocating client capital to third-party managers. Industry affiliation is noted with an insurance company, reflecting the combination of advisory and insurance-broker activities.

Assets & Accounts

Investments & Alternatives