Coddington Wealth Advisors

Founded on the belief that financial well-being is central to enjoying life and leaving a lasting legacy, Coddington Wealth Advisors empowers individuals and families to achieve financial clarity and security. With over 25 years of experience in wealth management, we partner with clients to create customized plans that address their unique goals and circumstances.

Our Mission

Our mission is to:

• Reduce financial stress by providing clear and understandable guidance.
• Empower clients with knowledge and tools to make informed financial decisions.
• Maximize financial potential through personalized investment strategies.
• Protect assets through comprehensive planning and risk management.

How We Can Help

We offer a range of services to meet your individual needs, including:

Financial Planning

• Goal setting and risk assessment
• Budget and spending analysis
• Retirement planning and analysis
• Estate planning and insurance review
• Investment portfolio management

Tax Optimization

• Tax planning and compliance
• Optimization of deductions and credits
• Retirement plan analysis and contribution strategies

Financial Education

• Workshops and webinars on various financial topics
• Online resources and educational materials
• Personalized consultations and coaching

Client-Focused Values

At Coddington Wealth Advisors, we prioritize:

• Transparency: We believe in open communication and clear explanations about your financial plan.
• Client-centered approach: We always prioritize your needs and goals in our recommendations.
• Integrity: We adhere to the highest ethical standards and regulatory requirements.
• Flexibility: We work with you to adjust your plan as your life and financial situation evolves.

Get Started Today

Contact us to schedule a complimentary consultation and learn how Coddington Wealth Advisors can be your trusted partner in achieving financial stability and peace of mind.