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Last Updated: 3/15/2026
This website (finchly.com) is operated by Finchly Finance, a financial planning and investment management firm owned by Brad Clark, CFP® and Lucinda Clark, located in Frisco, Texas. By accessing or using this website, you agree to the terms outlined on this page. If you don't agree, please don't use the site.
The content on this website is for informational purposes only. Nothing on this site constitutes investment advice, financial planning advice, tax advice, legal advice, or an offer to buy or sell any security. Viewing this website does not create an advisory relationship between you and Finchly Finance. An advisory relationship is only established through a signed client agreement.
Finchly Finance operates as a virtual-first firm and works with clients across the United States. However, the availability of our services may vary by state based on applicable registration requirements. Nothing on this website constitutes an offer of services in any jurisdiction where Finchly Finance is not properly registered or exempt from registration.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Finchly Finance provides financial planning and investment management services only. Any references to tax strategy, tax optimization, or estate planning on this site are general in nature and do not constitute tax or legal advice. Please consult a qualified CPA or attorney for advice specific to your situation.
Content published on the Finchly Finance blog and resource pages is developed from sources believed to be providing accurate information and is intended for educational and informational purposes only. It should not be relied upon as personalized financial, investment, tax, or legal advice, and should not be considered a solicitation for the purchase or sale of any security. Please consult legal or tax professionals for specific information regarding your individual situation. Opinions expressed are subject to change without notice.
All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Nothing on this website should be interpreted as a guarantee or promise of any particular investment outcome.
References to third-party platforms including but not limited to YouTube, TikTok, Instagram, Spotify, Substack, Patreon, LTK, Pinterest, and Amazon are for identification purposes only. All third-party names, logos, and trademarks are the property of their respective owners. Their appearance on this site does not imply endorsement of or affiliation with Finchly Finance.
This website uses third-party tools including Google Analytics for website analytics and Calendly for appointment scheduling. Your use of these tools is subject to their respective privacy policies. Finchly Finance is not responsible for the data practices of third-party service providers.
This site may contain links to external websites. Finchly Finance is not responsible for the content, accuracy, or privacy practices of any linked third-party site. Links do not constitute an endorsement.
All original content on this website—including text, graphics, logos, and brand elements—is the property of Finchly Finance and may not be reproduced, distributed, or used without written permission.
Finchly Finance makes no warranties, express or implied, regarding the accuracy or completeness of the information on this site. To the fullest extent permitted by law, Finchly Finance is not liable for any damages arising from your use of or reliance on this website or its content.
We may update these terms at any time. Continued use of the site following any changes constitutes your acceptance of the updated terms. The "Last Updated" date at the top of this page reflects the most recent revision.
These terms are governed by the laws of the State of Texas. Questions about these terms? Reach us at hello@finchly.com.
