Helping busy Professionals, Pre-Retirees & Retirees plan, invest and enjoy life without the stress of money since 2005

We work with individuals and families in an ongoing advisory relationship, managing investments and serving as a long-term member of your financial decision-making team, leaving you free to focus on your career, family, friends and hobbies with confidence and peace of mind.

If this approach sounds like the kind of relationship you’re looking for, we invite you to schedule a complimentary introductory conversation.

The reviews and testimonials displayed on this website reflect the opinions of individuals who have shared their experiences with Worthen Financial Advisors, Inc. These testimonials may include clients who have worked with us in the past or present. The reviewer may or may not be a current client of Worthen Financial Advisors, Inc. No compensation is ever provided to any reviewer in exchange for their endorsement or testimonial. Worthen Financial Advisors, Inc. does not have any material conflicts of interest with the individuals providing testimonials. Please remember that past performance is not indicative of future results, and individual experiences may vary. We encourage prospective clients to consider their own financial goals and consult with us directly for personalized advice.

How We Help

Our goal is to help you make the right financial decisions in order to reach your goals. Whether you are just starting out, preparing for your upcoming retirement, or already retired, these areas make up the core of a solid financial plan.

Financial Planning

We are committed to understanding what matters most to you personally and financially in order to put together the best possible long-term plan. You, your family, your goals and your most important dreams all play an important role in crafting a plan that embraces and improves the most important aspects of your life.

Investment Management

A portfolio is an important piece of your overall financial strategy and should begin and end with evidence – no room for emotions here. Our investment plans use diversified, cost-effective and tax-efficient strategies that are appropriately matched to your risk tolerance and will help increase your odds of living the life you envision.

Retirement Planning

Financial independence in retirement is the biggest goal our clients share, and one that requires careful planning. Retirement planning includes projections on the likelihood of achieving a financial goal(s). Keeping your plan on track may be the most challenging — and the most important — part of your retirement plan.

Tax-Efficient Strategies

We utilize forward looking tax-efficient strategies for retirement income and tax advantaged wealth transfer to identify potential financial planning opportunities to keep your lifetime tax liability as low as possible. We do not prepare or file tax returns.