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Theia Financial® is an independent financial services firm helping individuals create retirement strategies using a proprietary planning process and insurance products to custom suit their needs and objectives.

Investment advisory services offered by Peter Mendell through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor.  BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Theia Financial® are independent of each other.   Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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  • LIVE Coaching
  • Services
    • TheiaPath Guided Retirement Planning
      • Guaranteed Income
      • Intelligent Investments
      • Tax Optimization
      • Healthcare and Insurance Protection
      • Estate and Legacy Planning
    • ThieaVest Intelligent Investment Strategies
    • Working with Us – The Theia Process
    • LIVE Virtual Coaching
  • About
    • About Theia Financial
    • Meet The Team
  • Resources
    • LIVE Coaching
    • Podcast
    • Ready for Retirement Videos
    • Insights
    • Downloadable Books
    • Planning Calculator
  • Giving Back
  • Contact
CLIENT CENTER