Wela Financial Advisory

Wela Financial Advisory is a financial planner in San Antonio, TX. The firm provides financial planning and investment management services to working professionals, pre-retirees, retirees, and widows or widowers. They focus on helping clients navigate pivotal life transitions with personalized guidance to grow, protect, and enjoy wealth. The firm holds a 5.00 rating.

The firm's history began in 1987 and has evolved through various leadership transitions and milestones, including becoming an SEC Registered Investment Advisor in 2011 and adopting the Wela Financial Advisory name in 2023. The team offers a client-centered approach using modern technology and a straightforward process that includes discovery meetings and plan presentations. Their service model emphasizes transparent pricing and a living financial plan that evolves alongside a client's changing priorities.

The office is located on West Sunset Road, about 0.1 miles from La Petite Academy and 0.2 miles from CHRISTUS Santa Rosa Hospital - Alamo Heights. The location is also near the McAllister Freeway and US Highway 281 North.

Wela Financial Advisory is known for providing intentional, responsive support and a thoughtful client experience. The firm is recognized for its commitment to helping clients achieve financial clarity and long-term peace of mind.

Wela Financial Advisory serves the San Antonio community by providing specialized financial planning and investment management for professionals and retirees.

Services:

• Financial Advice and Planning
• Investment Management
• Small Business 401(k) Plans