Wells Financial Partners, LLC, is an independent, locally owned financial consulting firm, dedicated to providing comprehensive financial planning services for individuals and small businesses.

We believe in a thorough and comprehensive approach to financial planning. This is appropriate and useful for you in all stages of your life—whether you are a young adult or in or nearing retirement. We work with you to sort out your goals and your priorities. Next, we help determine if you are on the pathway to targeting those goals. Finally, we may offer alternatives and perhaps different ways and approaches to help you pursue your goals and shape the lifestyle you desire.

The firm was founded because we felt many investors are being underserved by their financial professionals who have a product to sell. Given the complexity of the financial services offerings today, many clients were confused by the number and type of options available.

Wells Financial Partners chose to affiliate with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.

Our Mission

• Help you define your financial objectives
• Assist you to achieve your objectives using an established financial planning process
• Provide the highest quality guidance, service, and value to you
• Continue to expand our professional knowledge through ongoing education and associations within the financial planning community

We believe our unique and comprehensive approach will enhance the probability of achieving your goals.