About Us

FinWiz Advisory was founded with a singular vision: to empower small businesses with the financial expertise and innovative solutions they need to thrive in an ever-competitive marketplace. Our journey began in 2015, when our founder, Austin Major, recognized a critical gap in the financial consulting landscape—small businesses often lacked access to personalized, high-quality financial guidance that could drive sustainable growth and profitability.

Austin, a seasoned financial analyst with over a decade of experience in corporate finance and strategic planning, had spent years witnessing firsthand the challenges small business owners faced. From managing cash flow and optimizing costs to leveraging advanced financial technologies, the hurdles were significant. Determined to make a meaningful impact, Austin decided to leverage his expertise to create a consulting firm dedicated exclusively to small businesses.

In early 2016, Austin took the plunge, establishing FinWiz Advisory in his hometown of Chicago, Illinois. The name "FinWiz"—a blend of "Finance" and "Wizard"—embodied the company's mission to provide magical, transformative financial solutions. From the outset, FinWiz was committed to offering a comprehensive suite of services, including Financial Planning & Analysis (FP&A), Cost Management, Strategic Pricing, Tax Strategy, and Regulatory Compliance, all tailored to the unique needs of each client.

The initial years were marked by relentless dedication and a deep commitment to client success. FinWiz Advisory quickly built a reputation for its personalized approach, blending traditional financial consulting with cutting-edge AI-driven tools. This innovative integration allowed FinWiz to deliver precise, actionable insights that small businesses could implement immediately to enhance their financial performance.

Behind FinWiz Advisory's success is a team of passionate and highly skilled financial consultants who share Austin's vision. Each team member brings a wealth of knowledge and a unique perspective, fostering a collaborative environment where innovative solutions flourish. Our consultants are not just advisors; they are partners invested in our clients' success, working tirelessly to help them navigate financial complexities and seize growth opportunities.

At FinWiz Advisory, we believe that staying ahead of the curve is essential for providing top-tier financial consulting services. Our continuous investment in technology and professional development ensures that we remain at the forefront of industry trends and advancements. By leveraging AI-driven tools and data analytics, we offer our clients unparalleled insights and strategies that drive measurable results.

Our mission has always been clear: to bridge the gap between small businesses and the financial strategies they need to succeed. We understand that each business is unique, and we take pride in offering customized solutions that align with our clients' specific goals and challenges. From startups seeking to establish a solid financial foundation to established businesses aiming to optimize their operations, FinWiz Advisory is dedicated to supporting every stage of their growth journey.

As we move forward, FinWiz Advisory remains steadfast in our dedication to empowering small businesses. We are excited to expand our services, embrace new technologies, and continue building lasting partnerships with our clients. Our vision for the future is one where every small business has access to the financial expertise and tools necessary to thrive, innovate, and lead in their respective industries.

At FinWiz Advisory, your success is our success. We invite you to join our growing family of satisfied clients and experience the transformative power of expert financial consulting. Together, let's navigate the financial landscape and achieve remarkable growth and profitability for your business.

At FinWiz Advisory, our mission is to empower small businesses with expert financial consulting and innovative, AI-driven solutions that drive sustainable growth and enhance profitability. We are dedicated to providing personalized financial strategies that address each client's unique challenges and opportunities, ensuring they navigate complex financial landscapes with confidence and clarity.

How We Achieve This:

• Expertise and Integrity: Leveraging our deep industry knowledge and unwavering commitment to integrity, we deliver reliable and trustworthy financial guidance tailored to the specific needs of each small business.
• Innovative Solutions: By integrating advanced artificial intelligence and cutting-edge financial technologies, we offer precise, actionable insights that optimize financial performance and streamline operations, positioning our clients ahead of the competition.
• Personalized Approach: Understanding that every business is unique, we customize our services—from Financial Planning & Analysis (FP&A) and Cost Management to Strategic Pricing and Tax Strategy—to align with each client's distinct goals and circumstances.
• Comprehensive Services: Our wide range of services ensures that all aspects of a business’s financial health are meticulously managed. Whether it's enhancing profitability, ensuring regulatory compliance, or implementing workforce management systems, we provide holistic support every step of the way.
• Education and Empowerment: We believe in empowering our clients through education, offering training sessions and workshops that enhance financial literacy and operational efficiency within their organizations.

Our Commitment:

We are committed to being the most trusted financial consulting partner for small businesses, renowned for our ability to deliver exceptional value through personalized, innovative, and results-driven financial strategies. Our goal is to help our clients achieve financial resilience, operational excellence, and lasting success in an ever-evolving marketplace.

Vision for the Future:

By continuously evolving our services and embracing the latest technological advancements, FinWiz Advisory aims to set new standards in financial consulting for small businesses. We envision a future where every small business has access to the financial expertise and tools necessary to thrive, innovate, and lead in their respective industries.