Our Story

Financial Sense® Wealth Management, formerly known as Puplava Financial Services, was established in 1985 as an investment and wealth management firm. Over the years, our small financial planning firm has evolved into a comprehensive team of portfolio managers and client service managers, supported by an in-house broker-dealer arm to assist other advisors and representatives. At the heart of our daily operations, financial planning remains the cornerstone of our professional services.

Our Philosophy

We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth. At Financial Sense® Wealth Management, we are fiduciaries, which means we act in our client’s best interest giving individualized and independent advice with no proprietary funds. We provide a unique experience to every client, tailored to their individual needs.

At Financial Sense® Advisors, Inc., a Registered Investment Advisor, and Financial Sense® Securities, Inc., a broker/dealer and member of FINRA/SIPC, we specialize in delivering comprehensive financial planning solutions for every stage of life. Our services encompass retirement, college, estate, and tax planning, along with executive and business planning. Additionally, we generate market commentary through a variety of platforms, including articles, podcasts, and videos, covering financial planning, economic analysis, and market insights. We firmly believe that an educated investor is a prudent investor.

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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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