Jeffrey Walters
About Me
Hourly Financial Advisor
Jeff is the founder of Advisia Financial Planning, LLC. For over two decades Jeff has helped hundreds of individuals, families, and small business owners navigate their financial lives, create a successful retirement, and invest their life savings.
Jeff started an hourly financial planning firm to help investors who are not a fit for firms that require turning over your portfolio for ongoing management.
Financial Advice by the Hour
Advisia Financial Planning is an exclusively hourly financial advisory firm. Our clients are looking for custom-tailored financial planning, tax, and investment advice and prefer to implement their own investment portfolios. You drive when, how often, and for how long you engage with us.
What We Do
• Retirement, cash flow, and goals planning
• Forward-looking tax planning
• Investment recommendations and portfolio reviews
• Small business planning
• Equity compensation planning
• Insurance planning
• Charitable giving and estate planning
• Faith based planning (giving and stewardship)
Who We Serve
• HENRYs (High Earners Not Rich Yet)
• Successful individuals and families who would like to know if they are on track for retirement
• Business owners and others with significant, illiquid wealth
• Do-it-yourself investors who want a professional look at their portfolio but don’t want to turn over management
• Employees with equity compensation (RSUs, options, etc.)
• Charitably inclined families who would like to give from their wealth
• Expecting a windfall (inheritance, business sale, IPO, etc.) and need objective advice
• Anyone else who wants financial planning, tax, and investment advice and prefers to implement their own ongoing investment management