Overview

Blakely Walters is a boutique wealth management company in Tempe, Arizona serving clients across the United States. We are independent, private, and comprehensive investment advisor representatives. Having worked many years for a larger “semi-captive” financial planning company we felt constrained and finally decided to go independent. We take pride in putting our client’s interest above our own which translates into relationships that are built to last a lifetime. We believe in choices and therefore we allow our clients to decide how they want to utilize our expertise. We can work either hourly, per plan, on retainer, or as a percentage of assets managed. Be it building a customized financial plan, managing assets, brokering insurances, or providing “financial planning as an employee benefit” for businesses and organizations we have a solution for you that you can truly feel comfortable with. Our plans are comprehensive, understandable, and are designed to adapt. Our planning process involves discovery, goal planning, education, implementation, and periodic adjustments to life changes and market conditions. Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA and SIPC BLAKELY WALTERS is not an affiliate of NEXT Financial Group, Inc.