Scott Haley
CFP®, CDFA®™, EA
Prelude Financial, LLC
Financial Advisor
Scott Haley
CFP®, CDFA®™, EA
Prelude Financial, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Scott Haley, CFP®, CDFA®™, EA
Fee-Only Financial Planner located in Wadsworth, OH (Akron area) and serving clients across the country
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.
Scott Haley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Scott Haley is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Scott Haley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Scott Haley is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
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Scott Haley is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Scott Haley is an Enrolled Agent with the IRS (Learn More)An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Scott Haley
Office Locations:
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147 College St
Ste B
Wadsworth, OH 44281