Walden Financial

Walden Financial is a Granville-based financial advisory firm that offers fiduciary financial advice and comprehensive wealth management services to mid-career families. With a focus on empowering clients to live with intention and purpose, Walden Financial aims to help individuals discover their financial purpose and allocate their resources in a meaningful way. Their evidence-based investment strategies and commitment to no commissions and no asset minimums set them apart in the industry.

Through their Walden Roots program, the firm assists clients in defining and documenting their financial purpose, bringing a deeper sense of meaning to their lives. By utilizing historical data and leading indicators, Walden Financial makes informed decisions and provides data-driven investment strategies to support their clients' financial goals. With a strong emphasis on enriching lives rather than solely pursuing wealth, Walden Financial offers a unique approach to financial planning.

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