Welcome

My goal is to help my clients build, protect, and efficiently pass wealth.  Using a comprehensive process, I analyze the current financial position of my clients and create a financial roadmap to help them achieve their goals. Through financial education, I assist my clients in implementing personalized solutions and strategies to give them more confidence in facing their financial future. With on-going coaching and monitoring, I make every effort to be certain that your plan continues to align with your needs, comfort level, and ever-changing life. 

Many of my clients have the goal of becoming 'financially independent.'  As a firm, Feeley Financial also took the path of becoming 'independent.'  Being aligned with Securities America means that I am not obligated to sell specific proprietary products. This ensures that I am putting your needs first by offering only unbiased advice. As a fiduciary, it is my responsibility to act in your best interest and adhere to highest ethical standards, set forth by the CFP Board.  

I am committed to earning your trust through exceptional service and a holistic planning model.  Our relationship will be built on clear communication and consistent check-ups to help you understand the 'Why?' of your plan.  My experience thus far has created many life-long partnerships of which I am very proud.