Who We Are

We are a family run financial services firm. Started by Brian Minielly almost 28 years ago. For individuals, families and businesses who seek integrated wealth management services, the Minielly Financial Group is guided by their passion to help people succeed in achieving their life goals and resting easy with financial peace of mind through trusted long-term relationships in which clients are valued like family.

Two people shaking hands outdoors, with blurred green trees in the background.

Our Core Values

  • Trust

  • Honesty

  • People-centric

  • Responsive

  • Compassionate

  • Holistic/ Integrated/ Big Picture

  • Ethical

  • Integrity

Six people sitting on rocks and logs on a mountain, overlooking green rolling mountains and a partly cloudy sky.

Key Differentiators

  • Long track record

  • Many years of financial experience

  • Integrity

  • Treat you like family

  • Your passion is our passion