Live Long.

Finish Strong.

Our Belief

We believe you deserve to work with someone who cares enough about you to hold you accountable.

Our advisory team is led by Founder & President James W. Rea, a Certified Financial Fiduciary® and a member of the National Association of Certified Financial Fiduciaries® (NACFF).

We help our clients realize their capacity to do great things by building a Purpose-Driven Retirement Plan™. Don’t have a portfolio without a purpose. Retirement is a brand new beginning and should be filled with meaning, purpose and multi-generational impact.

Let our unique combination of financial expertise and personalized vision-building help you do more than you thought possible, be more than you thought you could be and live life with a greater purpose.

Our Holistic Approach

Our Team

Meet the Rea Financial Founders

Get to know the dedicated team that wants to help you do the things you want to do and be the person you want to be.

Meet the Team