A complete list of active advisors currently associated with Rader Wealth Management LLC

Warmer can help you find a great advisor at Rader Wealth Management LLC or one who fits your needs even better.

Rader Wealth Management LLC is an independent, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients as well as retirement plans. The firm provides discretionary portfolio management, financial planning and consulting, and pension/401(k) plan consulting services. The firm creates individualized Investment Policy Statements and uses a mix of cyclical, fundamental, technical and modern portfolio theory analysis to implement both long‑ and short‑term trading across mutual funds, ETFs, equities, fixed income, REITs, commodities, private placements and venture capital when appropriate. It generally manages accounts with discretionary authority, tailors allocations to clients’ stated goals and risk tolerances, and may direct clients to third‑party managers or platform providers for implementation. Noteworthy aspects disclosed in the brochure include an affiliation with an accounting practice — the firm’s principal also serves as a tax accountant for Coffey and Rader CPAs and may offer tax/accounting services outside the advisory business — and the provision of pension consulting to employer plans. The brochure also details use of third‑party platforms such as Vestwell and Betterment (including fee‑sharing arrangements where applicable), a conflict the firm discloses and addresses in its policies.

To learn more about the advisors currently working at Rader Wealth Management LLC, 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.