General Info

Belle Financial is a locally-owned independent financial services firm assisting individuals, families, and businesses with their investment and insurance needs. We strive to earn your trust through our client centered and transparent process. Our integrated approach to wealth management allows us to address individual goals within the context of a comprehensive plan. Every client is important as our success is measured by our client satisfaction. Our investment philosophy and process is transparent, time-tested, and informed by academic research. We build indexed based portfolios for retirement and non-retirement accounts which are globally diversified and strategically allocated with a modest bias towards the U.S. and other factors.