Financial Advisor
We are dedicated to providing investment management and strategic wealth planning that is right for you.
Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.
A more personal approach to financial planning
No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.
And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.
Our Team’s Difference
Integrity: Being your valued financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.
Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in working to reach your financial goals.
Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.
Our Services
01
Retirement Planning
Everything you do – from planning the education and designations you'd like to acquire, to starting a career and managing your career progression – is done in the hopes that you and your loved ones can have a better life.
02
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals.
03
Investment Planning
It’s been said that you reap what you sow. And when it comes to enjoying your investments, truer words have never been spoken.
04
Estate Planning
If you wish to leave behind a meaningful legacy, be it for loved ones or a charitable institution, you need to put a well-thought-out estate plan in place.
05
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught!
06
Asset Management
You and your family work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.
07
Planning for Business Owners
Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.
Disclosure: Wealthcare Capital Management and Wealthcare Advisory Partners are separate entities from Cody Financial Advisors and LPL Financial.
