Broker Check
Your Financial Partners Understanding Your Goals Simplifying the Complex Lifelong Guidance



Retirement Planning


Education Funding


Risk Management


In today's media driven society, investors find it difficult to remain on course with their financial plan. While technology allows for fast news delivery, it's crucial for  investors to focus on their goals and turn down the noise. At Walden Investment Services, we start every relationship with a thorough understanding of your short and long term goals. Whether it's a retirement planning, education funding, investment management or risk management, we take our time to ask the right questions about your unique financial situation.  Because all aspects of the financial planning process are interconnected, we review all your financial documents to make sure we do not miss a beat and only when they are thoroughly analyzed, do we make a recommendation.

Your financial plan starts as a reflection of where you are in life and it evolves with time.  We ensure that we stay on course by monitoring the plan with regularly scheduled meetings and update it as needed.  We pride ourselves on guiding our clients throughout all  three phases of our financial life, accumulation, preservation and succession.  We do understand our scope and limitations when working with clients, therefore we collaborate with our client's CPAs and attorneys when implementing our  tax efficiency and estate/elder care planning strategies. Essentially, we see ourselves as the Quarterback of your team or the family primary physician.

Our professionals have many years of experience in the banking and wealth management industry. Our holistic approach can help address your needs of today and many years to come. We are proud to let you know that our Financial Advisors are salaried employees so rest assured that we will always have your very best interest in mind.

We look forward to working with you through all stages of your life.

Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store! Download our app on Google Play!

Helpful Content

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.


Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

View all videos arrow