Wealth Conscious

Make An Appointment

Schedule a Meeting With Darren Lundy or Call 740-879-9533

About Wealth Conscious

We are Investment Advisor Representatives (IAR), committed to ensuring that your finances are sound and assuring your understanding of every facet of the investment process. Our goal is to make you an expert in your financial future. Whether you need help in planning your estate, understanding the world of stocks and bonds, or how to choose the perfect insurance, we can assist you with that. With years of experience behind us, we understand the world of finances through and through. As a client of Wealth Conscious, you will have ready access to us to answer your questions, help you understand processes, address your concerns, and strengthen your knowledge about the world of finances.

As IAR’s, we have a legal fiduciary responsibility to our clients. This means every choice, every decision, every detail that is made is done so only in your best interest. There is no middle ground or secret deals; there are no backroom deals when it comes to your finances. Clients are the number one benefactors of services provided by IAR’s. You have our guarantee that every decision made on your behalf will be to further your interests, not our own, not a financial firm, and not that of some other party. It is for that reason that each and every transaction is made with as much care as possible.

About Darren Lundy

FINANCIAL EDUCATOR / ADVOCATE

Wealth Conscious was founded on the premise that everyone deserves to experience wealth. Many may not know that wealth is their birthright. The Bible says, “I am come that they may have life, and that they might have it more abundantly.” (John 10:10) Allow Wealth Conscious to guide you to greener pastures.

We take a holistic approach to manifesting wealth. Our process begins with uncovering your money mindset, coupled with implementing a proven money management system. Next, we create your Personal Financial Navigation System, akin to “GPS.” It begins with understanding your Goals, developing a realistic Plan, and implementing winning Strategies.

Holistic Approach

Our Philosophy

Our clients are introduced to and encouraged to apply the natural laws of wealth building to achieve financial success. Three of the most important laws are: the law of attraction, the law of causation, and the law of belief. Psychological assessments are also available to help identify false, misleading or limiting beliefs that may be impacting financial behaviors.

At Wealth Conscious, we are mindful of a powerful quote from the Bible, “My people are destroyed for lack of knowledge.” (Hosea 4:6) As your Investment Advisor Representative, Darren will lead you through the financial maze and help you enjoy the prosperity you deserve.

Our Mission

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.

Our sole purpose is to help our clients arrange their financial affairs in an efficient and effective way; to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with financial freedom.

Wealth Conscious was established to provide our clients long-term, value-added financial counsel and investment performance with exceptional service. We are committed to providing our clients with a superior level of service as well as ongoing education designed to further their understanding of our financial and investment strategies. Wealth Conscious will work alongside our clients in articulating, establishing, and achieving their financial life goals.
We believe in taking a holistic approach to financial planning for our clients.  We apply the “whole person” concept in evaluating and presenting the financial options available to the individual client. In our experience the “best” financial solution to a given situation is not necessarily an appropriate option for the client.

Each client receives an individualized analysis reflecting their current situation and available financial solutions applicable to their particular situation as well as specific recommendations as to which paths to follow. We believe that it is particularly important to present relevant financial alternatives in order to develop a truly cohesive plan—one that is designed to achieve their lifelong financial goals as well as be consistent with their personal philosophy.  We find that quality financial decisions are made after the client is informed of options that they may not know are possible.
We believe with responsible decisions, reasonable expectations, and vigilant, attentive counsel each client can achieve their financial life goals. It is to this end and purpose, on behalf of our clients, that Wealth Conscious exists.

Find a Wealth Conscious Location

The place to build your future is right down the road.

Westerville, Ohio

570 North State Street, Suite #210
Westerville, Ohio 43082
  740-879-9533
  darren@wealth-conscious.com

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