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Blakely Financial, Inc., is an independent financial planning firm that focuses on you and your personal goals. We help lead our clients down the path of financial freedom with sound, prudent guidance and time-tested, financial advice. We do so in a comprehensive way, providing fee-based advice and guidance on:

  • Financial Planning 
  • Investment Management
  • Retirement Planning
  • Asset Accumulation
  • Estate Planning
  • Business Planning
  • Risk Management
  • Taxation Strategies
  • Charitable Giving Strategies
  • Life and Long-Term Care Insurance
  • Retirement Plans

We pride ourselves on providing extraordinary service while at the same time providing advice with integrity and clarity. Our most important goal is you. We make recommendations that are the same for you as they would be for our own families given the same circumstances. We do this with passion and discipline as we strive to protect your long-term interests.

This commitment we make to our clients is why we are entrusted to guide their financial lives and why they recommend us to their friends and family.

We would love the opportunity to speak with you personally. Please contact us with any questions or to set up an appointment.

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The Independent Market Observer

Commentary from Commonwealth's Investment Research Team

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