A complete list of active advisors currently associated with Cadena Financial Planning & Tax Services

Warmer can help you find a great advisor at Cadena Financial Planning & Tax Services or one who fits your needs even better.

Cadena Financial Planning & Tax Services provides fee-only financial planning and investment management to individual clients and trusts, serving a client base of under 100. Services described in the brochure include comprehensive financial plans and targeted projects covering retirement, estate, education, cash flow, and tax planning. The firm uses a tailored, holistic process that begins with goal-setting and an assessment of current finances, then applies a fundamental investment approach that considers economic indicators, corporate earnings, valuations, tax law, and each client’s risk tolerance and time horizon. Accounts are managed on an ongoing, discretionary basis, and the firm offers both comprehensive engagements and targeted hourly work for specific client needs. What is noteworthy about the firm is the explicit integration of tax planning and tax advice into its advisory offering—tax planning is described in the brochure as a “cornerstone” of a client’s financial plan—so clients receive combined financial and tax planning rather than investment-only advice. The firm also operates as a sole, fee-only fiduciary managing discretionary assets (reported at $61.2 million) and provides regular custodial statements and trade confirmations for client review.

To learn more about the advisors currently working at Cadena Financial Planning & Tax Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.