Trusted Advice Since 1957

Flick Financial is a modern wealth and investment management firm with a storied history. From in-depth phone calls, face-to-face meetings, and spending the time to get to know you on a personal level—it’s the connections that count.

Making a Real Difference for You with Proactive Guidance

 Flick Financial combines a genuine, caring approach with the latest innovative wealth and investment management solutions to bring you the best of both worlds.


Thoughtful Clients

Our clients value faith, family and their legacy. They want to have a positive impact and protect what's important while enjoying life to the fullest.

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Defined Process

You’ll benefit from a process that instills confidence and creates more predictable results. Clear communication and consistency are hallmarks of our success.

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Dedicated Team

We provide meaningful guidance through all seasons of life. Clients benefit from our attention to detail as they prepare for life's joys and face unexpected challenges.

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Experience Matters

You only retire once, but we’ve helped hundreds of clients successfully transition into retirement. You can rely on our knowledge, skills, and years of experience.

Our Team Is Your Strength

At Flick Financial, you can rely on our team approach. We each bring our individual skills and strengths in planning, insurance, investments, and more, to develop a cohesive strategy for pursuing your financial goals.

Let’s Take the First Step Together

It starts with your complimentary in-person or phone consultation with an experienced financial advisor.