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.

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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 Process

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.

Meet Our Team

Our Services



Our Team

Disclosure: Wealthcare Capital Management and Wealthcare Advisory Partners are separate entities from Cody Financial Advisors and LPL Financial.

We help build, manage, preserve and transition wealth because we care to make a difference

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Recent Blogs

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.
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The press – not Wall Street – is most concerned about the June 1st deadline The debt ceiling refers to a legislative limit imposed by the U.S. government on the amount of debt that can be issued to fund its activities. It sets a cap on the total amount of money the government can borrow to meet its financial obligations. When the government reaches the debt ceiling, it cannot issue new debt unless the limit is raised or suspended by Congress