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Timothy W

CFP®, Series 63, Series 65

Battle Creek, MI

Wendt Financial Advisors, LLC

Timothy Wendt is a CFP® with 17 years of industry experience. He has been the principal advisor at Wendt Financial Advisors, LLC since 2020 and previously worked at Plante & Moran PLLC for 10 years. Wendt Financial Advisors is an independent, fee-only registered investment adviser serving individuals, couples, families, trusts, and estates with a focus on retirement accumulation and sustainable retirement income. The firm provides discretionary investment management and tailored financial planning, emphasizing broad diversification through primarily exchange-traded funds and no-load mutual funds, managed with a long-term, buy-and-hold approach and periodic rebalancing.

Retirement income strategy General retirement planning Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy Cash flow / budgeting Retired Founder/Business Owner
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