Welcome to White Raven Financial Services
Comprehensive Financial Planning and Investments
As an investor you deserve one-on-one attention with the guidance and support you need.
We design individualized investment portfolios within your risk tolerance to help you meet your financial and personal goals.
Our mission is to be a knowledgeable and ethical strength within the financial services field. By staying up-to-date with changes and trends in the industry we can continue to evolve our practice for your benefit. We are excited by the sustainable investment space and can recommend investment vehicles that reflect your objectives.
Whether you’re an individual investor or a small business, we’ll provide you with the most up-to-date information and analysis so you can make informed choices to enhance your financial growth and stability.
Make an informed choice. Check out our people at BrockerCheck by FINRA.
Are you concerned about retirement? Do you have questions about social security? Whether you plan on retiring in 15 years or you want to retire right now, we specialize in helping clients realize their retirement goals and helping them understand their social security.
Financial Planning: Working with you to align your financial goals with your life goals.
We take the time to listen to your dreams, goals and values. Personalized retirement / financial plans can be developed to guide you toward a comfortable and solid financial future.