Life brings financial decisions that can feel overwhelming—navigating a divorce, planning for retirement, protecting your family's future. At Polwrek Financial, we're a family-run practice that understands these challenges firsthand. We bring decades of experience and a personal approach to help you move forward with clarity and confidence.
Women in Life Transition
Divorce, widowhood, career changes, and inheritance—major life transitions require both financial expertise and emotional understanding. We provide clarity and confidence when you need it most.
Values-Aligned Investing
Your investments should reflect what matters to you. Our values-aligned investment strategies help you build wealth while staying true to your convictions and making a positive impact through: environmentally-focused, socially responsible, ethical, and faith-based investing options.
Planning That Grows With Your Family
From young families just starting out to grandparents planning their legacy, we create strategies that preserve and grow wealth across every life stage—keeping your family's values at the heart of everything.
Retirement Income & Small Business Planning
Whether you're approaching retirement or running a small business, we help you create reliable income streams and retirement plan solutions (including 401(k) and pension strategies) that support your vision for the years ahead.
A Family That Understands Families
Unlike large corporate firms, we offer personalized attention and genuine relationships. As an actual family working together, we understand family dynamics because we live them—and we bring that same care to every client relationship.
Your Trusted Long-Term Partner
We don't just manage your money—we become your partners in building a legacy that reflects your deepest values and highest aspirations. We're here for the long haul, through every life stage and transition.
Comprehensive Planning Approach
From investment management to estate planning, from tax strategies to insurance, we coordinate all aspects of your financial life to address all your needs.
Built on Trust and Integrity
Honest communication, transparency, and deep expertise guide everything we do, creating a foundation of trust that extends to every client relationship.
Linda Polwrek, CFP®, CDFA®, RICP®, MBA
Founder & Senior Wealth Advisor
Linda founded Polwrek Financial with a mission to empower families, especially women navigating major life transitions, to take control of their financial futures. With expertise in divorce financial planning and comprehensive wealth management, she brings both technical excellence and heartfelt guidance to every client relationship.
John (JJ) Polwrek, CRPC®, CPFA®
Wealth Advisor
JJ specializes in retirement income planning and retirement plan solutions for small businesses, including 401(k) and pension plan design assistance. He helps business owners choose the right retirement strategy for their company while creating comprehensive approaches designed to help families build sustainable wealth and preserve what they've worked hard to create.
Joe Polwrek, AAMS™, CKA®
Wealth Advisor
Joe brings fresh perspectives on modern financial planning while honoring time-tested principles. He focuses on values-aligned investing and comprehensive planning strategies, helping young families build strong financial foundations for their future.
Feliks Reytblat
Client Relationship Manager
Feliks has been in the financial services industry for over 20 years and currently serves as our Client Service Representative. Feliks, an Enrolled Agent, has extensive experience and knowledge of tax issues and strategies and owns his own tax practice.
Layla Polwrek
Layla PolwrekComfort Care Specialist
Our office dog who makes every client visit a little brighter. Many clients schedule their appointments around the days Layla is in the office!