7 Saturdays Financial

Overview

7 Saturdays Financial is an independent RIA formed as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under an individual ownership model and charges clients on hourly and fixed-fee arrangements rather than a percentage-of-assets model. Its advisory scope is concentrated on personalized planning and discretionary portfolio management, with an emphasis on using pooled public funds and mutual funds as the primary investment vehicle. The firm does not position itself as a multi-state or ESG-focused adviser, and it does not act as a capital allocator or pension consultant. Given the modest scale of its asset base and client count, its investing emphasis appears geared toward straightforward, client-specific portfolios rather than institutional mandates or complex in‑house fund management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices