Cadence Financial Advisors, LLC

Cadence Financial Advisors, LLC provides wealth management, financial planning, and limited‑scope investment consulting to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary portfolio management. The firm typically implements portfolios with institutional mutual funds (including Dimensional Fund Advisors), ETFs, and, where appropriate, individual stocks and bonds, and may engage unaffiliated independent managers for portions of client assets.

Cadence’s investment approach is primarily long‑term and grounded in fundamental analysis, with portfolios tailored to each client’s objectives, time horizon, and risk tolerance and subject to ongoing due diligence and monitoring. The advisor may retain legacy positions for portfolio fit or tax reasons and will rebalance or trade holdings as needed to meet client goals or cash needs.

Distinctively, Cadence resumed registered operations in 2026 after previously transitioning client relationships to another advisory firm and, as of the most recent filing, reports no assets under management and no active clients, which may affect the timing and scale of client intake. The firm is a solo practitioners’ RIA led by a CFP‑credentialed principal, maintains an institutional custodial relationship that provides technology and operational benefits, and does not take custody of client assets aside from limited fee‑deduction authority.