Stream Financial Advice, LLC

Stream Financial Advice is a registered investment advisor located in Orem, Utah, founded in May 2023 by David MaWhinney, who serves as the principal owner and Chief Compliance Officer. Stream Financial Advice provides wealth management services, which combine ongoing investment management and financial planning, as well as standalone financial planning on an ongoing or project basis. When managing investments, Stream Financial Advice builds personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and has the authority to make trades without asking first based on client goals and risk tolerance. Financial planning covers a broad range of topics including retirement, taxes, estate planning, cash flow, debt management, college savings, and employee benefits. Stream Financial Advice operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales.