Advisor at Rhodo Wealth Management LLC
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I launched my firm in July of 2024 to continue working with my clients on my own terms. I work with a wide range of types of clients. However, most of my clients tend to fit into a few archetypes; wealth accumulators, wealth distributors, and business owners. The clients I work with benefit when we take a comprehensive approach to their financial picture. Each client receives assistance with retirement planning, investment management, tax planning, insurance/estate planning, and behavioral finance.
Does your situation feel familiar?
Accumulator - These clients come to me after some early career success or receiving a windfall (i.e inheritance or large cash distribution). I help clients navigate their financial life from now until retirement and beyond. In many cases this can be 25+ years in the future. I help ensure that you are doing the correct actions each year to build your wealth and enjoy your time and money now...
Distributor - Clients in this stage of their life have regularly saved in their employers retirement plan or independently over their working career. Now that retirement is looming or in motion, you need a plan to distribute your assets and pay your bills. We work together to prepare a distribution plan that coordinates social security, pensions, and distributions from retirement accounts to be the most tax efficient as possible. You've saved all this time, now it is time to enjoy!
Business Owners - My business owner clients fit into a combination of accumulation and distribution. Wherever your business is, we will navigate growing, preserving, and distributing the assets through the lifetime of your business.
I am proud to be a fee-only, fiduciary, Certified Financial Planner™️ practitioner in my day-to-day working life. Outside of work you can find me spending time with my wife and kids, playing golf/basketball, and enjoying the Fox River Valley where we have set our roots.
I can be reached directly at tim@rhodowealth.com or at www.rhodowealth.com for more information. Thanks!
AUM: 1.0%
Flat: $3,600/yr
Rhodo Wealth Management LLC
2024 - Present (2 years)
Savant Wealth Management
2023 - 2024 (1 year)
Foothills Financial Planning
2020 - 2023 (3 years)
Bridge Financial Technology
2017 - 2019 (2 years)
Prudential Financial
2015 - 2017 (2 years)
Pruco Securities LLC
2015 - 2017 (2 years)
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
Series 63, Series 66
Bartlett, IL
Edward Jones
Series 66
Bartlett, IL
Edward Jones
Series 63, Series 66
Downers Grove, IL
Edward Jones
CFP®, Series 66
Glen Ellyn, IL
Edward Jones
Series 66
Carol Stream, IL
Edward Jones
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