Originally Puplava Financial Services, known today as Financial Sense® Wealth Management, began as an investment and money management firm. What started off as a small financial planning service in 1985 has since grown to a full team of portfolio managers and client service managers with the benefit of a broker-dealer arm to service other advisors and representatives, with financial planning still at the core of what we do each day.
Our Philosophy
We have over 30 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth. At Financial Sense® Wealth Management, we are fiduciaries, which means we act in our client’s best interest giving individualized and independent advice with no proprietary funds. We provide a unique experience to every client, tailored to their individual needs.
At Financial Sense® Advisors, Inc. Registered Investment Advisor and Financial Sense® Securities, Inc. broker/dealer, member FINRA/SIPC we offer comprehensive financial planning for every stage of life. We provide retirement, college, estate and tax planning, as well as executive and business planning services. We also produce market commentary through articles, podcasts, and videos, covering everything from financial planning, economic analysis, and market insights; because we believe an educated investor is a wise investor.
Our Recognition
Financial Sense® Wealth Management is honored to be ranked as one of the top 300 investment advisory firms in the US by the Financial Times. Their ranking was based on AUM (assets under management), AUM growth rate, number of years in business, compliance record, industry certifications, and online accessibility.
"Our number one goal is to provide every individual, family, and business the highest standard of advice," said Jim Puplava, President and Founder of Financial Sense® Wealth Management. "It is an honor to be part of FT’s top 300 list and, we believe, reflects our commitment to our clients over the past 35 years."
Click here to view the full list and methodology
Financial Sense® Advisors has also been ranked as one of the Top 50 Emerging RIAs in America by RIA Channel. Their Top 50 list is based on size, growth in assets, and excludes any firms with negative disclosures.
Click here to view the full list and methodology
