Our Story

Financial Sense® Wealth Management, formerly known as Puplava Financial Services, was established in 1985 in San Diego, California as a local investment and wealth management firm. Over the years, our firm has grown to assist high-net-worth families and individuals all over the United States with a strong team of portfolio managers and wealth advisors.

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Our Services

Financial Sense® Wealth Management offers a comprehensive range of services, including:

Additionally, we provide daily and weekly commentary on the markets and the economy through articles and our long-running Financial Sense Newshour podcast, which is listened to around the world. Our goal is to provide objective, high-quality information and analysis to educate our readers and listeners about the key drivers of today's markets.

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Our Recognition

Financial Sense® Wealth Management is honored to be ranked as one of the top 300 investment advisory firms in the US by the Financial Times. Their ranking was based on AUM (assets under management), AUM growth rate, number of years in business, compliance record, industry certifications, and online accessibility.

"Our number one goal is to provide every individual, family, and business the highest standard of advice," said Jim Puplava, President and Founder of Financial Sense® Wealth Management. "It is an honor to be part of FT’s top 300 list and, we believe, reflects our commitment to our clients over the past 35 years."

Click here to view the full list and methodology

Financial Sense® Advisors has also been ranked as one of the Top 50 Emerging RIAs in America by RIA Channel. Their Top 50 list is based on size, growth in assets, and excludes any firms with negative disclosures.

Source: RIA Channel Top Emerging RIAs 2020

Click here to view the full list and methodology

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