A Dynamic Approach to Wealth Management
About Us
The Finby Kimmes Wealth Management Group provides wealth management assistance to investors. We are comprised of four professionals highly-trained in investment planning, account supervision, and support, led by Rhonda J. Finby and Jonathan F. Kimmes.
Our wealth management knowledge, applied with our techniques, is important in helping you, the investor, realize your financial dreams and objectives. Your personal and business assets may need to be invested, sheltered, and managed for many years, so it is paramount that your Financial Advisors have experience, education, and ethics. Our knowledge works for you.
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Our wealth management knowledge, applied with our techniques, is important in helping you, the investor, realize your financial dreams and objectives. Your personal and business assets may need to be invested, sheltered, and managed for many years, so it is paramount that your Financial Advisors have experience, education, and ethics. Our knowledge works for you.
Rhonda's LinkedIn
Jonathan's LinkedIn
Planning
At Wells Fargo Advisors, we’ve built one of the nation’s premier investment firms around a deep respect for planning. Our commitment to helping you plan more effectively, invest wisely, and map a realistic course to your future years is nowhere more evident than in our Envision planning process.
Wisdom
It’s no secret that markets move in cycles, most often in tandem with the ups and downs of the global economy and industries behind them. Lean years often follow boom years and market bubbles. Recessions give way to periods of growth, stability, and investment. We’ve been through our share of bull and bear markets over the past 125 years, and we will leverage that experience to assist you in navigating the complex world of investments.
History
With $1.88 trillion in client assets as of March 31, 2022, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wells Fargo Wealth & Investment Management (WIM), a division within Wells Fargo & Company and one of the largest wealth mangers in the U.S. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of March 31, 2022. www.wellsfargoadvisors.com