Questions? Contact us 1-855-4FINDEC
Questions? Contact us 1-855-4FINDEC

About Us

History | Values | Team

Who We Are

FinDec℠ provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. We pave the path for life’s financial journey, providing financial peace of mind along the way.

Core Values


Family is at the core of everything we do. FinDec was started by a family and builds on that legacy each and every day.


We put the needs of our clients first because we are honest financial advisors. We will never steer our clients in a direction that we know is wrong — our integrity informs how we communicate and advise our clients.

New Ideas

We believe in evolving to ensure that we’re providing clients the best possible advice and services. Things change and we stay ahead of the curve by putting innovation at the forefront of what we do.


The status-quo is simply unacceptable at FinDec. We’re determined to do the best by our clients.


Our founders were educators. Our firm was created with deep principles rooted in the value of education and that no one can take that away from another person. Education is the most powerful tool — whether it be in business or in life.


Clients are at the center of what we do: we have collectively created a community. This community drives our company forward — it allows us to do good. We are committed to giving back to the communities we serve. We are proud to be a part of something greater than ourselves.

Our Culture

Since inception, we have focused on putting clients first. We have brought on team members over the years who have shared in the vision of helping people build wealth over time. We’ve come a long way since we first opened our doors more than 35 years ago — what has always been at the core of what we do is an effort to earn the ongoing trust of our clients. By bringing a fresh new perspective to a complex and serious industry, we aim to educate, inform, and challenge our clients to make the best financial decisions. As we embrace new techniques, technologies and thinking, we always keep our eye on what’s most important: Our clients and the trust they have in us. We exist to help our clients Grow with FinDec.

Cups of Coffee Daily

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