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We believe the best way to connect your financial strategy to your aspirations is by getting to know you-

not only as an investor, but as an individual.

Here at 52 Weeks Financial, we strive to provide experienced financial services and advice by listening first. Each plan is strategically developed to reflect your needs, wants, goals, and priorities on the path to your definition of financial freedom.

We offer long-term financial planning and investment management services to a select cadre of clients. Our clients are at the heart of everything we do, and one of our founding principles is to provide each client with an unparalleled level of personalized service we feel is nearly impossible to find at larger financial institutions.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our Team

Our Team

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Honesty. Integrity. We believe key values matter, and we live by ours every day.

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Have a question you'd like to ask? Want to schedule a time to chat? Reach out to us!

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