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Welcome to Walen Financial Group!

A Registered Investment Advisor offering independent investment advice.

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Walen Financial Group is a Registered Investment Advisor offering independent investment advice. We provide ongoing investor education that is designed to offer each client a basic foundation of investment principles.

  • FEE-ONLY REGISTERED INVESTMENT ADVISOR
  • WE ARE A FIDUCIARY TO OUR CLIENTS
  • NO CONFLICTS OF INTEREST
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The mission of Walen Financial is clear.

"Walen Financial was created for the express purpose of providing clients with an opportunity to effectively achieve their financial goals."

In assisting clients toward their goals we are committed to the following convictions: An educated investor is a better investor. Walen Financial will work diligently to educate investors in the area of free market investing. Walen Financial will provide regular educational workshops that are designed to increase your knowledge and keep you informed about financial markets. Free Markets are efficient. Therefore, Free Market Portfolio Theory will be the basis for the management of client investment portfolios..."to read more, simply click the link at the bottom!"

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Walen Financial Group is an investment adviser registered with the Ohio Division of Securities who has not verified nor endorsed the statements on this site. Walen Financial Group may transact business only in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements. This website should not be interpreted as a solicitation to offer investment advisory services to residents of any state where we are not authorized to do so. Individualized responses that involve personalized investment advice will not be made absent compliance with jurisdictional requirements where an exemption or exclusion is not available.