Scott  Haley

Scott Haley

| CFP®, CDFA™, EA

Prelude Financial, LLC

330-217-3803

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Fee-Only Financial Planner located in Wadsworth, OH (Akron area) and serving clients across the country

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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147 College St
Ste B
Wadsworth, OH 44281

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Scott Haley is a Wadsworth, OH Fee-Only Financial Planner serving Akron, OH region and clients across the country. Prelude Financial, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Scott Haley is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Scott loves working with individuals who are trying to build a great life for their families and couples who need help creating the lifestyle they envision. His passion is working with people who seek sound financial guidance rather than killer stock picking with rockstar investment returns. He helps his clients think through difficult financial trade offs and come up with solutions they can comfortably live with. He takes pride in getting to know every detail of his client’s financial lives so that he can build a well thought out, carefully tailored plan to help accomplish the goals they’ve set for themselves.

Prior to forming Prelude Financial, Scott worked as a financial advisor for some of Ohio's larger boutique financial planning firms . He is adept at making complex financial issues easy to understand, and skilled at keeping people on task to accomplish their goals. He tends to geek out on topics he finds fascinating and gets a thrill out of teaching people what he's learned. As a father, he knows what it takes to care for a family while simultaneously working toward achieving personal goals. Scott truly enjoys collaborating with his clients and helping them live their best financial life.

Scott formed the RIA, Prelude Financial, LLC, in 2015 after the birth of his daughter. He is a CERTIFIED FINANCIAL PLANNER (CFP), Enrolled Agent (EA) and CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA). Scott completed his Personal Financial Planning coursework at The University Of Akron where he also earned his bachelors degree in finance, graduating Cum Laude. As a self-professed life-long learner, Scott continually educates himself on the latest thinking and technology in financial planning.

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Prelude Financial is a fee-only financial planning and advisory firm located in Wadsworth Ohio and serving the entire Akron, OH region and clients across the country. Our central focus is to empower you to be financially comfortable to live a better life. Prelude Financials goal is to help you feel smart, informed, secure, & confident through providing best in class financial planning and investment management advice and services. We believe the most important aspect of financial planning is gaining a complete understanding of your objectives, motivations, and concerns. Once we understand your unique situation we can begin helping you accomplish you goals.

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