WALDEN FINANCIAL

Overview

Walden Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning alongside discretionary and non‑discretionary portfolio management for both personal and small business/institutional accounts. Its fee schedule includes asset‑based fees, hourly billing and flat fees, allowing flexible engagement models depending on client needs. Investment activity is concentrated in pooled public vehicles rather than direct stock picking. Walden Financial identifies as an active ESG investor and integrates environmental, social and governance criteria into its selection of mutual funds and other public strategies. The firm is not a capital allocator, is not structured as a multi‑state adviser for broad interstate operations, and does not engage in pension consulting or act as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices