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About Us
About Us
As a fiduciary, Welikey Financial Planning works for you and with your best interests in mind. We want to help you live the kind of life you want to live, on your own terms. We want you to feel confident that you are on-track to realize your goals.
When you work with us, you can expect:
- Value for your money.
We are committed to providing value that exceeds our fees. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial planner should work to save you more than he or she charges you?
- Loyalty.
We don’t sell any financial products nor do we receive any commissions. As a fee-only firm, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
- All-inclusive approach.
Together we evaluate all aspects of your finances and design a strategy in which each part works in harmony with the others. You will see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other kinds of advisors.
- Access.
Life is constantly changing. For one annual fixed fee, you can meet with or speak to us as often as is necessary to help you accomplish your financial goals.
- The highest professional standards.
We are committed to the NAPFA Code of Ethics and the Bona Fide Fiduciary’s Oath – your assurance of receiving the ethical and professional treatment you deserve.
About Scott Welikey, CPA, CFP®
Contact us to worry less and get a professional, fee-only advisor
on your side.
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Scott Welikey, CPA, CFP®
Contact Us
“Financial planning is more than just investment
returns. Providing you with the peace of mind to fully enjoy life is
always our ultimate goal.”
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