Delivering client centered solutions for over 35 years

About Us

Rooted In the Past, Partnered for your Future

Since 1986

Our mission is to reignite the ethics of wealth management that focus on investor-first principles. Through leveraging industry knowledge and resources, we partner with you to craft a tailored investment strategy that stretches beyond the one size fits all plan. We commit to the highest standards for our clients. By collaborating with Western Community Financial, you can feel confident that your finances work in partnership with your ambitions.

Bridging Comprehensive Perspective with Professional service

Advisors That Work Alongside You

Take the First Step

Western Community Financial operates with a diverse array of investors who are all at different stages in the wealth management process. Focusing on your short and long term goals, our Advisors are empowered to cultivate the best action plans for your success.

We take pride in offering opportunity and education to our clients, in order to take advantage of your next best step. We utilize current technologies and up to date trends in order to make the most of your investments, while easily working from your smart device or at home.

Rather than waiting for the right time, schedule a free consultation with one of our Wealth Advisors today. Your future dreams will be thankful you did.

Partnering with an Advisor

Based off of your current financial goals and profile, find a qualified Advisor that best matches your needs

Determining your Goals

Whether you have an idea of where to start, or need a little guidance your Advisor will help you communicate your goals into a clear action plan

Implementing an Investment Strategy

Offering insight and options, you and your Advisor will craft a unique investment roadmap to ensure your important life checkpoints are covered
Overall client satisfaction
97%
Options & Resources
92%
Expertise & Knowledge
98%

We Partner With you Every Step Of the Way

Feel confident in your investment decisions by receiving consultation that considers all of the important details

How can we help your future, today?

everything you need,
under one network

Our Advisors make communicating your goals easier, by focusing on the details that matter when it comes to your financial strategy

Estate Planning

Find confidence in having your assets managed, so when the time comes you can focus on the truly invaluable things in life

Wealth Management

Opportunities and education for every client, so your money as the chance to flourish as you do

Risk Managment

Diversify without fear, knowing that your Advisor has the know-how to include the best choices to grow your portfolio

Tax Planning

Review a current financial plan, or set up a fresh one that keeps in mind the most efficient way to save at tax season
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"Investing in yourself is the best investment you will ever make. It will not only improve your life, but it will improve the lives of all those around you.”
Robin Sharma

our team of experts are here for you

What Others Ask us

Questions And Answers

We offer multiple opportunities to invest and manage your assets. Our goal is to understand your overall wealth goals in order to best communicate which options offer you the best chance of success.

By initiating an initial discovery call, you will meet with one of our Senior Advisors to discuss your goals and how WCF can best partner to achieve those goals. There is no obligation unless you feel confident in the strategy provided. 

We offer flexible options for our clients such as 

  • Commission Based Service: pay a small service fee based off of the final cost of consultation
  • Fee based: a flat rate fee reflective of a client’s service needs
  • Hourly Consultation: A simple pay as you go service based on your needs or questions

While we offer many of the same competitive industry options and resources, our Advisors are supported by a flexible network that better serves you as the client. 

WCF is an ever expanding pool of diverse investment experts. We offer top-tier support and benefits aside from the standard brick and mortar firms. If you’re interested in seeing if you’re a fit, feel free to check out Advisors section for further information.

Working with one of our Advisors gives you the leverage of having a champion in the wealth management industry. Someone to work for you, rather than against you. Avoid making costly mistakes with your money and instead invest in moves that take your money farther. 

Check the background of this investment professional on FINRA’S BrokerCheck

This content is developed from sources believed to be providing accurate information. The information in this material is not intended for tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial professional associated with this website may discuss and/or transact business only with the resident of sates in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Founders Financial Alliance, a registered investment advisor. Founders Financial Alliance and Western Community Financial are separate entities from LPL Financial.

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