Welcome to Excel Financial

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We offer…

Independent Advice and Financial Straight-Talk
For individual investors and retirement plan/employee benefit programs:

Informed, inspired, and invested in your and your people’s financial well-being.

  • We advise individuals on their personal wealth and collaborate with businesses to streamline their retirement plans and related employee benefits.

Solid service, fiduciary care, no nonsense.

  • Simply put, we succeed when our clients succeed.

Financial clarity can be hard to find.

  • As your independent advisor, dedicated to your success, we’ll tell it to you like it is.

Come Excel with us.

  • Are you ready to put your personal and professional financial interests in order? Reach out to us today.



Organize your disparate wealth interests into a cohesive whole; protect and preserve what’s yours.

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Reach for your greatest goals through durable, evidence-based investing.

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Spending & Retirement

Live for today and for tomorrow with lifelong income distribution and tax planning.

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Business Benefits™

Employ process management for your tailored benefits program, with results you can see for yourself.

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