Next Adventure Financial LLC logo

Next Adventure Financial LLC

Updated today

Client AUM

$20,931,470

Clients

67

Advisors

1

of 2 employees

About

Next Adventure Financial LLC is a fee-only, independent investment adviser that provides discretionary investment management and both ongoing and project-based financial planning to individuals, high‑net‑worth clients, and charitable organizations. The firm tailors plans around goals such as retirement, college funding, business succession, and cash‑flow/debt management and will introduce clients to third‑party professionals as needed.

The firm’s investment process emphasizes asset allocation and modern portfolio theory, combining passive and active strategies along with fundamental analysis, and it may delegate management to Outside Managers when appropriate. Next Adventure routinely uses model portfolios available through the Altruist Model Marketplace, implements block trading across accounts, and generally requires clients to custody assets at Charles Schwab and/or Altruist.

Distinctive aspects include integrated estate‑planning assistance delivered via a third‑party estate‑planning technology (EncorEstate Plans) and a formal referral relationship for a cash‑management aggregator (Flourish Cash). The firm was established in 2023, operates as a small, solo‑practitioner practice, and its principal holds CFP® and Enrolled Agent credentials, combining certified financial planning and tax representation capabilities.

Client services

Financial planning Portfolio management Selection of other advisers Estate planning asssistance

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

Project-Based Financial Planning fees range from $500 to $10,000; Estate Planning Assistance fees range from $300 to $2,000; initial fee for Ongoing Financial Planning up to $3,000

Percentage

$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.75% $1,000,001 - $1,500,000: 0.50% $1,500,001+: Negotiable

Project-based

$300 per hour for Project-Based Financial Planning

Subscriptions

Ongoing Financial Planning fees paid monthly in arrears, ranging from $100 to $500

Other

Fee-only: Fee-only firm; compensation only from clients for services

Main office

101 North 4th Street, Suite 204

Lafayette IN 47901

Advisors at this office

1

Most active in

Indiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Cody L

CFP®, EA

Lafayette, IN

Next Adventure Financial LLC

I’m Cody Lachner, a financial planner and outdoor enthusiast who loves helping individuals live more intentional lives. Not everyone strives for the traditional retirement where you work a 9-5 until 65, but, much of the financial services industry is built around this old goal. There’s been a lack of advice & guidance for folks who want to do things their own way. Maybe you aim to take a mid-career sabbatical, or live in an RV travelling 6+ months per year, or retire early to spend more time outdoors, or simply reduce the amount of time you spend worrying about money… Whatever your goal, I’m here to serve as your financial guide to help you prepare and navigate your way to & through your goals. As your financial guide, I also help reduce your time spent on financial decisions so you have more time to devote towards the things you love. I use technology to work with individuals virtually, throughout the country. As long as you have internet, we can work together to plan for your dream life! Personally: My wife and I love the outdoors! We spend our time hiking, camping/backpacking, mountain biking, packrafting, and literally anything else outdoors. Our favorite place in the world is Alaska. We find ourselves going back again and again. My favorite trip was hiking the Stampede Trail in 2021 (this trail was made famous by the book & movie – Into the Wild).

General retirement planning General tax planning Baby Boomers (Born 1946-1964)
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