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 Haley is a Wadsworth, OH fee-only financial planner. Prelude Financial, LLC provides comprehensive and objective financial planning and investment management to help entrepreneurs, pre-retirees and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Haley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Scott Haley is the owner and financial advisor at Prelude Financial.
The Professional Side
I am the founder of Prelude Financial, a firm dedicated to providing unbiased conflict free advice to help you create the life you envision for you and your family. I help my clients think through difficult financial tradeoffs to come up with solutions they can comfortably live with. I take pride in getting to know every detail of my client’s financial lives so that I can build a well thought out, carefully tailored plan to help accomplish their goals.
I graduated with honors from the University of Akron, majoring in personal finance with an emphasis in financial planning and a minor in economics. After working in the industry for a few years I become a Certified Financial Planner (CFP) to further enhance the value I can bring to my clients.
The Personal Side
I grew up in Doylestown and enjoyed my earlier years working for my parents at Wadsworth Music. So if you or your children ever took music lessons you have probably met me at one point or another. Growing up with such a deep connection to my local community was truly a great experience, and gave me the opportunity to get to know many families in the area.
Outside of the office I enjoy spending time with my family, and love watching my two children grow. I try to spend as much time outdoors when the weather permits, fishing, backpacking, camping and most importantly being with my family.
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 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.
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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.
Contact Scott Haley
Office Locations:
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147 College St
Ste B
Wadsworth, OH 44281
