We Financial
Access Your Wealth. Without Selling Your Investments.
Serving Clients Nationwide
Access Your Wealth. Without Selling Your Investments.
Primary Advisor Locations
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
About We Financial
We Financial Group is an independent financial planning and investment firm founded in 2018 to help investors unlock the full potential of their portfolio to build smart, stress-free financial lives in the U.S. Whether you’re managing RSUs, eyeing a Roth IRA, or just trying to make sense of your dual-country tax puzzle, we’ve got you. We provide personalized services through our dedicated brands We Financial Impact (servicing non-profits), We Financial Focus (neurodivergent-friendly) and We Financial Therapists.Oui Financial is our brand servicing French expatriates residing in the U.S., French-American families and American who are looking to relocate to France.
Who We Serve
We work with professionals, entrepreneurs, families, and investors who want to make smarter financial decisions without the complexity. Whether you're building wealth, planning for retirement, managing stock compensation, saving for your children's education, or preparing your estate, we provide clear, personalized guidance tailored to your goals.
Our Services
We offer financial planning and investment advisory services, including retirement planning across U.S. and French systems, investment management, guidance on stock options and RSUs, education funding, budgeting, credit building, and estate planning coordination. New relationships typically begin with a free initial consultation, during which we discuss your situation and goals and answer your questions.
Our Philosophy
We don't sell financial products, and we don't receive commissions. We put our clients' best interests at the heart of everything we do, and we primarily invest in socially responsible funds that offer growth and sustainability, so clients always know how their money is allocated.
Advisory services are offered through We Financial Group LLC, an investment adviser registered with the U.S. Securities and Exchange Commission.
SEC Lookup
View DisclosureWho We Serve
- Americans Living Abroad
- Corporate Executives
- Dual Income Family
- Expats
- Families
- Foreign-Born Individuals
- Gen X
- Immigrants
- Intergenerational Families
- Technology Professionals
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