With over a decade of experience in finance and accounting, Chad brings his perspective to the table as an extra set of eyes for your family’s finances. Having his education, experience, and attentive nature on your side, you can become more confident in your own financial path. Chad left a large RIA firm where he was lead advisor on over $50M assets under management in order to pursue his dream of owning his own firm. Now he can devote more time to fewer clients to deliver a superior client experience.
Formula Wealth specializes in serving baby boomers and their parents in order to minimize taxes across the two generations and maximize the parents’ legacy. Multigeneration planning is very different than your average financial advisor engagement. Many common strategies won’t apply, and many other opportunities are uniquely available to your family. As your fiduciary planner, I would love to get to know the unique dynamics that make up your family (the good and the bad!). As we get to know each other, we’ll design implementable strategies that work for you so you can focus on what really matters: time with family.
I’m committed to the fiduciary role, meaning I don’t have a single product I can sell you. In fact, I charge clients a flat fee so they know I’m never swayed by any personal gain for my advice. I have no external or personal motivation to tell you anything other than what I believe to be the absolute best path for you.
Both of my grandfathers served our great nation (Air Force and Army), and my father-in-law is a retired colonel in the Army. It would be my honor to share my skillset with heroes who gave me the freedom to do what I love. Thank you for your consideration.
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Formula Wealth (“FW”) is a registered investment advisor offering advisory services in the State of Alabama and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
1087 Reviews
Chad helped us create a financial plan that helped us get on track to build wealth. He made great suggestions, connected us with competent advisors if something was out of his wheelhouse, and did an overall excellent job. Would recommend! ~ Alex Finley ~
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