Ruedi Wealth Management is a family–owned and –operated Registered Investment Advisor (RIA) firm in Champaign, IL that specializes in retirement planning. Founded by our CEO, Paul A. Ruedi, Ruedi Wealth Management has since grown to a team of 5 financial advisors, 2 of which (Paul Jr. and David) hold the CERTIFIED FINANCIAL PLANNER™ designation and 1 (Daniel) holds the Retirement Income Certified Professional® designation. With this much retirement planning experience under one roof, you can be confident you have found the team to help you achieve your retirement dreams!
Thrive Wealth Advisors is an independent financial advisory firm located in Alexandria, Virginia.
At Thrive Wealth Advisors, our Alexandria-based team of financial advisor Alexandria understands the multifaceted nature of financial planning and wealth management. We offer comprehensive guidance in areas such as estate planning, tax strategies, and investment advising. With a solid background in education savings consulting and retirement savings consulting, we are well-equipped to address your unique financial goals. Our services extend to insurance purchase consulting and corporate finance consulting, ensuring a holistic approach to your financial well-being. Our expertise also includes alternative investments and asset allocation, tailored to align with your individual risk tolerance and investment horizon. Whether you're looking at college funding or establishing a comprehensive wealth management plan, our dedicated professionals are here to assist.
Services: Education Savings Consulting, Corporate Finance Consulting, Estate Planning, Financial Planning, Insurance Purchase Consulting, Investment Advising, Retirement Savings Consulting, Tax Planning, Wealth Management
Company Hours: Monday to Friday: 09:00-17:00 | Saturday, Sunday: Closed