A complete list of active advisors currently associated with Rhodeway Financial

Warmer can help you find a great advisor at Rhodeway Financial or one who fits your needs even better.

Rhodeway Financial generally provides services to individuals, offering pro bono financial planning and complimentary financial literacy seminars and workshops to non-profit organizations. The firm's investment advice is primarily limited to mutual funds, with an emphasis on funds held in employer‑sponsored retirement plans. The firm states it uses fundamental analysis and a long‑term trading approach and acknowledges fiduciary duties when advising on retirement accounts. Rhodeway does not maintain discretion, custody, or active trading of client accounts and reported $0 in assets under management as of December 2025; financial planning engagements typically conclude upon delivery of the plan. Noteworthy features include the provision of free educational workshops (a service that is uncommon among peers) and the stated practice of not charging percentage‑of‑assets fees or collecting financial planning fees. The brochure also discloses that management serves as a director of the Columbia Funds and receives compensation for that role, which is identified as a potential conflict of interest if clients hold or are offered those funds.

To learn more about the advisors currently working at Rhodeway Financial, 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.