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About

Our Mission is to listen, understand, and act to help you secure enduring financial peace of mind through a lifelong relationship. 

In 2012 WMA Financial was established with one goal in mind: To help people reach their financial goals for the reasons that are most important to them.

Our logo is a Sequoia pine cone. In each pine cone the size of a golf ball there are 200-300 seeds that have the ability to become giant Sequoias. The oldest of which are more that 2,000 years old, grow to more than 30 ft wide and exceed more than 300 ft in height. The Sequoias become battle scared veterans of numerous storms, droughts, earthquakes, and fires. They stand proudly as an example of determination and grit all starting from a seed the size of an oat flake.

 

Over the past decade there have been financial storms in the market place and there will be in the future. Like the Sequoia and its continuous growth WMA Financial looks to bring the highest level of service to hard working individuals and businesses to protect them from the financial hazards that lie on the horizon and assist in  the continued growth and realization of their financial goals.

 

The financial world has changed drastically over the decades, but the roots of our service are immoveable. We help people reach their financial goals for the reasons that are most important to them.

 

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