Finchly Finance

why we exist

Brand deals, ad revenue, affiliate income—your income doesn't fit the standard mold.

Traditional financial strategies weren't designed for the way you earn. No W2. No paycheck. No problem. Finchly was built for exactly this—because you deserve advice that was actually written with you in mind.

Two women sitting on a bench in front of a large floral artwork, talking into microphones with one holding a coffee cup.

sound familiar?

You're in the right place if...

You're running a real content business—not just posting as a hobby.

You've outsourced editing, social, and admin. Finances are the last thing still on your plate.

You want your money handled—not a folder and a wish of good luck.

You're past budgeting. You're building real wealth and want your money working as hard as you do.

Not sure if you're ready? The First Look Call is at no charge. We'll tell you honestly whether Finchly is the right fit.

Book a Call

No Pressure. No Pitch.

We don't ask for your trust. We earn it.

Before you sign anything or pay a cent, we build your personalized Financial Edit—a roadmap of where you stand, what we'd recommend, and why. Reviewed with you live, so you can decide if we're the right fit.

Explore Our Process

Smiling woman with glasses using a smartphone and keyboard at a desk with books and a mug nearby.

TWO WAYS TO WORK WITH US

Built for creators. Open to everyone. Find the right fit for where you are.

The Full Edit Process

For those who want their finances fully handled: financial planning, tax strategy, retirement accounts, investment management—owned and managed end-to-end so you can get back to what you love.

Just the Investments

For those who only want professional, ongoing investment management: portfolio construction, rebalancing, tax-loss harvesting—actively managed around your time horizon, not market noise.

A clear financial system

tailored to your goals

the first look call

Here's exactly what happens when you reach out.

Book a Call

You book a free call

No commitment, no pressure. Just a conversation about where you are financially and where you want to be.

We build your Financial Edit

After the call, we build your personalized Financial Edit—a roadmap of every strategy, account, and next step. We'll review it together before you pay a cent.

You decide

If it feels right, we get to work. If it's not the right fit, we'll tell you that too. Either way, you leave the conversation with clarity.

WHO'S BEHIND FINCHLY

The team who built what they couldn't find.

Brad and Lucinda built Finchly to do things differently: a financial firm that treats clients like real people, not just a portfolio balance.

Fiduciary

Transparent

Empathetic

Educational

About Us

Meet Brad + Lucinda

From Our Clients

Don’t just take our word for it.

Smiling woman with long brown hair holding a cocktail glass garnished with a lemon peel, seated on a patterned bench in a dimly lit restaurant.

Content Creator

Finances Handled

“Brad and Lucinda made me feel comfortable by sharing their own experience. They're not what you'd think of when you think of a traditional financial advisor—and that's a good thing.”

Haley Maxfield

Dallas Food & Lifestyle Influencer / @hungryindallastx

This testimonial is from a current client of Finchly Finance. Their experience may not be representative of all clients. No compensation was provided in exchange for this testimonial.

FROM THE BLOG

Money topics that actually matter to creators

Life Milestones

the podcast

Money Made Easy for Content Creators

Real talk about money, taxes, investing, and building wealth as a creator. New episodes out regularly.

Listen Now

The First Look Call is at no charge. No commitment. Just a conversation about what's possible.

Book a Call

Check the background of your financial professional on FINRA's BrokerCheck.

Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services LLC site at www.ceteraadvisornetworks.com.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Opinions expressed by the owner of this content does not reflect an endorsement by the named broker dealer or its affiliates.

‍Important Disclosures and Form CRS | Business Continuity

Financial planning built for creator businesses

Financial planning built for creator businesses

Brand deals, ad revenue, affiliate income—your income doesn't fit the standard mold.

You're in the right place if...

We don't ask for your trust. We earn it.

Built for creators. Open to everyone. Find the right fit for where you are.

Here's exactly what happens when you reach out.

No commitment, no pressure. Just a conversation about where you are financially and where you want to be.

After the call, we build your personalized Financial Edit—a roadmap of every strategy, account, and next step. We'll review it together before you pay a cent.

If it feels right, we get to work. If it's not the right fit, we'll tell you that too. Either way, you leave the conversation with clarity.

The team who built what they couldn't find.

Don’t just take our word for it.

Money topics that actually matter to creators

Questions to Ask a Financial Advisor Before You Hire One

How to Pay Yourself as a Content Creator

3 Money Habits Holding Content Creators Back

Money Made Easy for Content Creators

You've built something real. Let's make sure your finances reflect it.