Wurz Financial Services, LLC

EST. AUM
$117,000,000

CONTACTS
2

CLIENT ACCOUNTS
449

Firm Details

Metro area Toledo
CRD Number 331608
Website wurzfinancialservices.com
Client types

Overview

Wurz Financial Services, LLC is an SEC-registered investment advisory firm headquartered in Holland, Ohio that delivers fee-only, fiduciary wealth management and comprehensive financial planning services centered on research-driven investment strategies and retirement planning. The firm, which traces its roots to founder Richard Wurz and is now led by Darren and Travis Wurz, emphasizes a disciplined, evidence-based approach to investment management, primarily through diversified portfolios built with low-cost ETFs and direct market exposure, while integrating tax-smart planning and long-term risk management for executives, professionals, and business owners. Wurz Financial’s advisory services are designed to align clients’ goals with personalized financial strategies, focusing on maximizing after-tax returns and protecting wealth as clients approach retirement.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wurz Financial Services, LLC

Platform Details

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