CADENCE FINANCIAL ADVISORS, LLC

Overview

Cadence Financial Advisors, LLC operates as an independent registered investment advisor (RIA) focused on providing personalized financial planning and portfolio management services. The firm caters primarily to individual and family clients, emphasizing a tailored approach to meet their unique financial needs. With a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, Cadence Financial Advisors aims to create a flexible and transparent pricing model for its clients. The firm is involved in capital allocation and actively selects other advisers to enhance the investment strategies it offers. Although it does not engage in ESG investing, Cadence Financial Advisors maintains a diverse range of investment options, including alternative investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices