Finish Line Wealth Management, LLC

Overview

Finish Line Wealth Management, LLC is organized as a limited liability company and is owned by an individual. The firm positions itself as a fee-based advisory practice offering financial planning and discretionary portfolio management across several client types, including individuals, small businesses, and business or institutional accounts. Its reported advisory activities also include pension consulting services. Finish Line charges clients via a combination of asset-based fees and fixed fees. The firm is not described as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser and is not classified as newly formed; its regulatory registration year with the SEC is not specified in the available data. The firm’s regulatory classification is recorded as unclassified.