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The financial industry needed changing. So we changed it.

Our goal is simple: to help our advisors better serve their clients. We set out to change a self-serving industry that has failed to provide real value to its customers. With a FormulaFolios affiliated advisor, your best interests are always put first.

Working with FormulaFolios

FormulaFolios is only available through select, fee-based, fiduciary financial advisors. Together, we deliver goal-based financial planning and automated portfolio management focused on your long-term goals.

  • 01
  • The Client (You)
  • Every investor is different. Risk tolerance, financial goals and investment opportunities all influence where your money is allocated. When you partner with a FormulaFolios advisor, you can rest assured that your money is being put to work in the most efficient way possible.
  • 02
  • Your Advisor
  • Advisors who work with FormulaFolios have industry leading tools at their disposal. Smart portfolio management, paperless investor onboarding and WealthGuard all help expand the ways in which your advisor can help you pursue your financial goals.
  • 03
  • FormulaFolios
  • Our portfolios make decisions based on proven, academic research, not emotions, automatically selecting ideal positions geared towards reducing risk, fees, and taxes. That means advisors spend less time moving money and more time helping their clients pursue their goals.

WealthGuard

WealthGuard, an early warning system for your investments, is available free of charge on every FormulaFolios account. WealthGuard helps you focus on your long-term goals while helping protect your investments from market downturns.

How can an investment firm do good?

FormulaFolios aims to foster an environment of respect among our employees and clients. We strive to add value to the world around us and promote a culture of volunteerism. In addition to team events, each employee is offered 20 paid hours per year to volunteer for causes of their choosing.

“My greatest joy comes from the opportunities we've been able to create in the communities we operate in. I'm continually amazed at the hard work, gratitude, and kindness I see in our team.”

Jason Wenk
Co-Founder

Our Team

Jason Wenk

Thad Braun

Josh Woodward

Eric Watkins

Brandon Geels

Keith Lavender

Lisa Mange

Amber Rogers

Amanda Sebright

Jason Pau

Coty Franklin

Charles Pitcher

Tom McKenzie

Kaleigh Metz

Seth Hicks

Linny Milliron

Stephen Roellin

Josh Jongsma

Jade Rossback

Lindsay McCoy

Brooke Tompkins

Mark Rougas

Sarah Mozdren

Madelyn Beek

Joel VanWoerkom

Paige Lewis

Melina Bhula

Lies Rusticus

Curtis Wells

Cheyenne Slachter

Samantha Mitchell

Cortnie Pannill

Jason Crump

Tom Bouwkamp

Steve Kitchen

Mike Johnson

Nicole Cooper

Eric Papa

Jack Rogers

Sam Westers

Nick Rossi

Josh Grow

Emily Esser

Kelsey Gebbink

Logan Fields

Michael Willliams

Sarah Hunt

Phoebe Risselade

Paul Costopulos

Brandon Olson