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Welcome to Financial Wings, LLC

Financial Wings, LLC is a Licensed Investment Advisory Firm located in Lebanon, Ohio. Founded by James Studer, MBA,RFC, Financial Wings navigates the turbulence of investing to provide a true peace of mind investing experience.  We design portfolios based on individual time lines/risk tolerances.  We believe in free markets, Modern Portfolio Theory and hard-core asset allocation.  Our portfolios use mutual funds, exchange traded funds (ETF) and passive futures to capture market rates of return in numerous asset classes.  Our strategic partnerships with a network of investment professionals and investment companies allow us to deliver outstanding financial products to our clients at efficient prices.

 


 

Financial Wings, LLC is registered as an investment advisor in Ohio and this website is intended for use only by Ohio residents.  Opinions expressed are solely those of Financial Wings, LLC and its his editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.  Links to other websites are provided for your convenience, but Financial Wings, LLC is not responsible for the content or accuracy of those websites.

 
 

Our Mission

Our mission is simple and focused: Provide an easily understandable, totally transparent and cost effective solution for wealth management.

 

Our Services

  • Portfolio Cost Efficiency Analysis
  • Investor Education
  • Financial Planning
    • Retirement Planning
    • Goal Funding
    • Risk Management
    • Estate Evaluation
  • Qualified Plan Design and Implementation