Financial Planning for Your Future
Comprehensive, Tech-Driven Financial Planning to empower your unique goals and life events, wherever you are in your career – from early days to pre-retirement.
Comprehensive Planning
Holistic strategies tailored to your unique goals and life events.
Fee-Only
Dedicated to providing unbiased advice with no commissions, ensuring your interests are our top priority.
Tech-Driven Strategy
Streamlined processes for a modern, efficient Planning and Investment experience.
What We Do
We offer comprehensive Financial Planning, Investment Management, Tax Planning, Estate Planning and Behavioral Finance to ensure a holistic approach to the financial well-being of individuals and families.
Whether you’re building your early career, hitting peak earning years, getting ready for retirement, or enjoying your retirement already, Rhodo Wealth Management offers financial services for you.
Proud member of XYPN! As an XYPN advisor, I adhere to strict fiduciary standards and carry the CFP®. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy.
As a Certified Financial Planner (CFP), I am committed to providing unbiased, expert advice with a fiduciary duty to act in your best interest. My goal is to help you achieve financial well-being through comprehensive, fee-only planning and management.
Hi, I’m Tim
After years of experience in the financial industry, I started this firm to provide personalized, tech-driven financial planning. I am passionate about helping my clients maintain, grow, and protect their wealth through all stages of life, whether you are just getting started, growing a family, or getting ready for retirement.
Interested? It’s easy to get started.
Start with a free consultation to discuss your financial goals. We’ll assess your current situation, develop a personalized plan, and take it from there!
