Cadence Financial Advisors, LLC

Overview

Cadence Financial Advisors, LLC operates as a limited liability company and is owned by an individual. The adviser provides core wealth-management services focused on financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers and managers. The firm charges clients by a mix of percentage-of-assets under management, hourly fees, and fixed fees, indicating flexibility in billing across planning and ongoing advisory engagements. Cadence identifies as a capital allocator and manages both discretionary and non-discretionary mandates. It does not present itself as an active ESG investor, is not set up as a multi-state adviser, and is not described as a pension consultant or related adviser. The combination of portfolio management and manager selection suggests the firm builds client programs using external managers where appropriate rather than running only proprietary strategies.

Assets & Accounts

Investments & Alternatives