We are dedicated to providing investment and financial services, along with strategic wealth management that is right for you.

Our purpose is to simplify wealth management and retirement planning, offering clear guidance for all stages. Whether you're a novice investor or approaching retirement, our financial advisors provide tailored insights, education, and support to help you pursue your goals with ease.

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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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