Building Wealth. Managing Risk. Earning Trust.


Intelligent Financial Solutions From The People Who Know Wealth

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Not Your Father's Retirement

Your idea of retirement is probably much different from that of your parents. Your saving strategy should be too. By starting now and taking an active role in planning, you can positively impact your future.

What You Can Expect

As a team we have over 100 years of combined investment experience and have successfully managed assets through some of the most difficult times in history. At Cadent Capital, our commitment is to provide communication throughout the entire investment process. From initially meeting to gather data and implement the individualized strategy to reviewing portfolio performance against goals and adjusting as needed, we help our clients meet their financial and lifestyle goals while making sure we are consistently communicating.

Strategy

Strategy

At Cadent, we are dedicated to client success. We provide simple solutions to complex financial matters and partner with clients to follow a disciplined, consistent process.

Strategy

Experience

With over 100 years of business and industry knowledge, clients benefit from our disciplined asset management approach and delivery of unbiased recommendations to meet client goals.

Strategy

Security

What is important to you is important to us. We pride ourselves at keeping your information only yours.

Strategy

Results

As an independent firm, client interests are at the forefront of the advice we give. We listen to clients to help execute financial plans unique to each client with objectivity and embracing each clients personal and emotional needs.

Who We Are

At Cadent Capital Advisors, we champion the higher trustee responsibility that comes with being an independent advisory firm. We align our intent with yours while working within a compensation model that corroborates we act in your best interests at all times.

Investment Management Financial Planning Tax Planning Estate Planning

Investment Management

Investment Management

The intricacies of reaching your lifestyle goals before and after retirement are always challenging and often complex. We specialize in Investment policy statements based on risk tolerance and goals. Our comprehensive financial planning will provide you with a clear understanding of every aspect of your strategic asset allocation including active and we provide continuous portfolio monitoring.

Investment consulting enables us to optimize your path towards achieving your goals. This allows you to spend more time on the things you care about most.

We embrace our role as your chief financial officer, ensuring each of our clients is educated on planning, implementation, and monitoring and we provide multigenerational family wealth education.

Financial Planning

Financial Planning

We provide a comprehensive financial planning With your retirement in mind. With cash flow analysis and integration of all assets including employer plans, stock options, restricted stocks, annuities, and alternative assets we can improve your saving for when the time comes to retire.l

Tax Planning

Tax Planning

Active and on-going tax management and minimization with cost basis tracking for all assets allows us to get you more bang for your buck. Contact us to find out more.

Estate Planning

Estate Planning

Getting older and planning for your families future is important to us. Active and ongoing estate tax mitigation strategies helps this process to be most efficient it retrospect to your future and your families future. We review of estate and trust documents providing cash flow analysis and flow chart coordination with estate attorneys to develop, to implement and monitor your estate plan.

Our comprehensive financial planning services include:

  • Investment policy statements based on risk
    tolerance and goals
  • Strategic asset allocation including active and
    continuous portfolio monitoring
  • Investment consulting
  • Multigenerational family wealth education
  • Education planning, implementation, and monitoring

"Some firms focus on what you are worth. We focus on what you value."