Wallace Wealth Advisory, INC.

Wallace Wealth Advisory, Inc. provides discretionary portfolio management and financial planning services to individuals, young professionals, and those seeking long-term financial guidance. The firm constructs and manages diversified investment portfolios using exchange-traded funds, mutual funds, and other publicly traded securities tailored to each client's financial situation, risk tolerance, and time horizon. Portfolios are monitored continuously and rebalanced periodically. Financial planning guidance covers retirement planning, budgeting, cash flow management, and general financial decision-making, and is included as part of the overall advisory relationship at no extra cost. Wallace Wealth Advisory operates as a fee-only registered investment advisor with no third-party commissions or performance-based fees.