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Lindsay R
CFP®, PFS™
Cullman, AL
AllySian Wealth Planning
Lindsay Rhodes is a CFP® and PFS™ credentialed financial advisor with two years of experience at AllySian Wealth Planning in Cullman, AL. She previously worked at Halcyon Professional Advisors and operates her own CPA firm, Lindsay M. Rhodes, CPA, LLC, which she has managed since 2002. AllySian Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients, offering personalized investment policies and a combination of passive and active strategies. The firm integrates advisory services with accounting and tax practice under its principal, utilizes various fee approaches, and engages outside managers and model portfolios.
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