Finish Line Wealth Management, LLC

Finish Line Wealth Management provides portfolio management, pension consulting (including services for 401(k) and other employee benefit plans), and standalone financial planning to individuals and high‑net‑worth clients as well as to plan sponsors. Offering both pension consulting and institutional portfolio management alongside individual advisory services is uncommon for firms with no active registered advisors.

The firm documents client objectives in an Investment Policy Statement and constructs portfolios using a core/satellite framework that generally favors ETFs for core exposure and tactical satellite positions for sector, thematic, or alternative opportunities. Its investment process combines fundamental analysis, modern portfolio theory, and quantitative methods, and it implements multiple risk‑based strategies (Aggressive, Growth, Moderate, Conservative) with both long‑ and short‑term trading and the option for discretionary trading authority.

Noteworthy operational features include the use of fixed fees for financial planning in addition to asset‑based advisory fees and a requirement that client custody be maintained at Schwab Institutional, with disclosure that the firm may receive research and other services from custodians. The firm does not act as a private‑fund adviser and currently reports no assets under management or active registered advisors, facts that may affect prospective clients’ assessment of scale and service model.