Welcome to Higley Financial 

You have found a trusted resource to be your advisor and your friend.  Our site offers a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help improve your financial awareness and your financial wellness.  Ideally, we seek to give you a higher level of comfort with financial concepts like insurance, investing, retirement, estate planning, gifting, trusts, banking and wealth preservation.

Our process and your motivation might be for yourself or perhaps to have your financial affairs in order for your loved ones.  Having a trusted fiduciary advisor in place is key.  For a business owner, additional services include advice and guidance to grow the value of your business and to transfer your ownership as you exit from your business. 

We seek to deliver two core messages:

1. There is significant value realized when you work with a skilled fiduciary financial professional.  

2. We bring this value to you, your spouse, your family and your business as a fiduciary and a financial partner.