Farley Financial Partners Revenue

About Farley Financial Partners

Farley Financial Partners was founded in 1961 with a vision of helping people make the best possible financial decisions for themselves and their families. More than half a century later, and with more than $200 million in assets under care, our family continues to bring that vision to life. Our firm’s longevity means that we have guided our clients through up markets and down markets – with a steady hand and a long-term view. Another factor that sets us apart: Unlike many other firms, we focus intently on exploring and articulating your values so we can ensure that every aspect of your financial plan is aligned with your goals. And we keep the conversation going, so your plan continues to evolve as your financial needs change over time. The Poetry of Planning: Plan, Organize, Execute, Monitor Our unique POEM process is designed to uncover what matters most to you, align the components of your financial life and keep your financial plan up to date. Our process includes developing a plan that is customized to your needs, organizing and consolidating your financial accounts, executing to match you with investment products that are best suited to help you meet your financial goals and monitor your plan. Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

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