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Wells Financial Management, LLC
Wells Financial Management, LLC is an independent registered investment adviser providing financial planning and investment management services to individuals, families, trusts and charitable organizations.
Our company was formed with one principle in mind - to provide fiduciary level financial planning and investment management services to our clients. We do not represent any financial institution or product. We provide services on a fee-for-service basis and we only work for you.
Our mission is to provide objective and independent financial planning and investment management advice while upholding high ethical and professional standards and protecting client interests.
We are interested in forming long-term relationships with our clients and their families through frequent interactions to understand and serve their evolving needs. We strive to enhance the quality of our services and client experiences through the use of institutional quality financial management systems and in-depth research.

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© 2015 Wells Financial Management, LLC | 56 Central Avenue, Suite 105, Asheville, NC 28801 | All rights reserved
P: 828-252-4144 | F: 828-252-2253 davidwells@wellsfm.com |
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