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About Theory Financial
Theory Financial is an SEC-registered investment adviser, ensuring clients receive professional and trustworthy financial guidance. With a team of highly qualified professionals, Theory Financial offers a range of comprehensive services tailored to individual needs.
A team of dedicated advisors provides expert guidance in asset management, financial planning, income replacement planning, and estate and incapacity planning. These advisors hold prestigious designations like CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant), and CLU® (Chartered Life Underwriter), demonstrating their commitment to excellence.
Committed to ethical practices and a fiduciary standard of care, Theory Financial places the best interests of its clients at the core of its services. They go beyond traditional financial advising by proactively addressing estate planning needs and involving clients' loved ones in the planning process.
Pricing options
Regulatory filings
Areas of specialty
- Asset Management
- Financial Planning
- Income Replacement Planning
- Estate Planning
- Investment Advisory
- Wealth Management
- Retirement Planning
More about Theory Financial
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 304084 | 3 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Theory Financial.