Worthen Financial Advisors

08/28/2026

08/11/2026

Thinking about retirement? If this sounds like the kind of relationship-oriented service you've been looking for, we'd love to have a conversation!

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07/30/2026

My next newsletter "A Few Predictions for the Years Ahead: August 3 Hot Topics" is coming Monday. Subscribe to get it and stay in the loop on everything I'm creating.

Subscribe for my weekly newsletter with straightforward thoughts on what’s happening in the market through the lens of historical perspective. I strive to help you become a more informed and successful investor + provide tips to accelerate your financial success.

07/30/2026

What Our Clients Say
Every financial journey is different, but one thing our clients have in common is the peace of mind that comes from having a trusted advisor by their side.

These client videos offer a glimpse into the experiences of individuals and families we have the privilege to serve, from high income young professionals planning for the future to pre-retirees and retirees navigating life’s next chapter.

We hope their perspectives help you better understand what it’s like to partner with Worthen Financial Advisors.

Every financial journey is different, but one thing our clients have in common is the peace of mind that comes from having a trusted advisor by their side.

07/08/2026

My next newsletter "Signal in the Noise: Q2 in Review: July 13 Hot Topics" is coming Monday. Subscribe to get it and stay in the loop on everything I'm creating.

Subscribe for my weekly newsletter with straightforward thoughts on what’s happening in the market through the lens of historical perspective. I strive to help you become a more informed and successful investor + provide tips to accelerate your financial success.

07/06/2026

My next newsletter "A Few Helpful Charts - June 2026: July 6 Hot Topics" is coming today. Subscribe to get it and stay in the loop on everything I'm creating.

Subscribe for my weekly newsletter with straightforward thoughts on what’s happening in the market through the lens of historical perspective. I strive to help you become a more informed and successful investor + provide tips to accelerate your financial success.

06/30/2026

Thinking about retiring in the next 5-10 years and want to make sure you’ll have enough? We’d be honored to see how we can help you to and through retirement 💃🎾🎉🏟️🏃🏾‍♂️🏏🚴‍♀️✈️🌍

06/26/2026

My next newsletter "How Time Horizons (and History) Influence Our Portfolio Decisions: June 29 Hot Topics" is coming Monday. Subscribe to get it and stay in the loop on everything I'm creating.

Subscribe for my weekly newsletter with straightforward thoughts on what’s happening in the market through the lens of historical perspective. I strive to help you become a more informed and successful investor + provide tips to accelerate your financial success.

06/20/2026

My next newsletter "Surviving a Bull Market: June 22 Hot Topics" is coming Monday. Subscribe to get it and stay in the loop on everything I'm creating.

Subscribe for my weekly newsletter with straightforward thoughts on what’s happening in the market through the lens of historical perspective. I strive to help you become a more informed and successful investor + provide tips to accelerate your financial success.

06/10/2026

My next newsletter "Trading Good Hours for Bad Dollars: June 15 Hot Topics" is coming Monday. Subscribe to get it and stay in the loop on everything I'm creating.

Subscribe for my weekly newsletter with straightforward thoughts on what’s happening in the market through the lens of historical perspective. I strive to help you become a more informed and successful investor + provide tips to accelerate your financial success.