• banner1.jpg

    Learn How We Can Help Manage Your Finances:

  • Wendell Charles Financial can help you…

    manage your IRA, rollover your 401(k), create a financial plan, become a philanthropist, & more!

    Get Started: Request A Call Today


  • banner1.jpg


    Watch this video to find out how we use an endowment style approach for retail investors:
    Video Screenshot 2



About Wendell Charles

Wendell Charles Financial is an independent financial advisory firm providing a custom experience for each individual, family, or instiution. Our clients represent a wide variety of backgrounds & range from their early 20's to age 88.

Read more   tumblr_mno9xeasEa1qeniuvo1_1280.jpg

Whitepaper Download

Our Latest Whitepaper

"The Household Endowment Model"


Featured in:


Registered Representatives offering securities through First Allied Securities, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Website Design For Financial Services Professionals | Copyright 2014 AdvisorWebsites.com. All rights reserved