Paisley Financial LLC

Overview

Paisley Financial LLC operates as an independent registered investment adviser organized as an LLC and targets individual and family clients. The firm blends financial planning with discretionary portfolio management for individuals, small businesses and institutions, and offers pension consulting. Fee arrangements include a percentage of assets under management plus the option of hourly or fixed-fee engagements. Investment positioning is equity‑oriented: the adviser shows a clear preference for exchange‑traded equities as the primary building block of client portfolios, supplemented by mutual funds and an allocation to third‑party alternative managers. Paisley Financial is not positioned as a capital allocator or an active ESG investor; it does employ outside managers for alternative strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices