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Why Connect Financial?

​Connect Financial was founded to bridge the gap between investors and innovative investment strategies that have been overlooked for too long.

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Traditional investing methods like stocks and bonds, were developed in the 1950s and have since become outdated.

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In today's investment world, better opportunities remain unutilized due to the limited knowledge of many Investment Advisors.

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Redefining Diversification with Alternative Investing Strategies.

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Active Investment Management instead of just "sitting in the markets".

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Anne R.

"We have been extremely pleased with all aspects of Connect Financial. Our rating is based on personal customer service, prompt up-to-date correspondence about accounts, advisors who are easily accessed to answer questions, and
portfolio options that meet our needs. We highly recommend them!"

Lee H.

"Having dealt with investing and finance for many years I have an understanding of the challenges surrounding it. Tyler’s expertise, approach to investing and his personal skill in the art of presenting, make him a genuine pleasure to work with. His 20 plus years in the game make his presence in positive and volatile markets alike, a powerful force that lifts a heavy burden and along with it, my concern for the future."

Brad V.

"At Connect Financial they do everything they can to make sure you have all the information to make decisions regarding your personal finances. They will meet with you as many times as needed for you to feel comfortable with what the decisions you make. They are willing to meet with you as often as you want to keep you up to date with your finances."

Learn more today.
Contact us

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We are here to assist. Contact us by phone, email or via our social media channels.

TIRED OF CHASING DOWN YOUR ADVISOR?

GET IMPROVED CLIENT CONNECTION

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Regular Reviews: No more chasing down your advisor.

We schedule Regular Reviews with you.

 

Video Updates: We update you on market changes and new investment strategies frequently.

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Quarterly Investment Updates: You can join us live every quarter for a market Q&A.

CONNECT FINANCIAL - FORM ADV

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Copyright © 2022-2025 Connect Financial - All Rights Reserved.

DISCLAIMER This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site or any other statement or statements regarding market or financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any error or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.

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