I recently worked with Nick and his team and had a fantastic experience. They took the time to understand my financial goals and provided clear, actionable advice tailored to my situation. Their professionalism and expertise made me feel confident in my financial decisions, and I appreciate how patient they were in answering all of my questions. I highly recommend Nick O'Kelly to anyone looking for reliable and knowledgeable financial guidance.

Nick his very knowledgeable and explains things very well. He has helped ease my mind for both my short and long-term financial goals. It has been a pleasure working with him.

I’ve known Nick since 2019, having served in the military with him, and I’ve been working with him as my financial planner for 2 years after his retirement from the Army. From the very beginning, trust has been the foundation of our relationship. Nick took the time to understand my financial goals, patiently explained complex concepts, and always ensured I was comfortable with every decision made. What truly sets Nick apart is his unwavering trustworthiness—there’s never been a moment where I felt unsure or pressured. Having seen his dedication and integrity firsthand, I know he always has my best interests at heart. I highly recommend Nick to anyone looking for reliable, trustworthy financial guidance.

Nick and his team have been excellent from day one. Every question I've had has been answered and every worry has been put at ease. Financial stability is important and, in most cases, requires a bit of effort to ensure success, Nick and his team have been there every step of the way and have communicated the why and reasoning behind certain recommendations. We are young and have a family that I know we are financially secure now and in the future. Planning my investments and financial goals with Nick was the best thing I could have done for my family.

I cannot speak highly enough about the outstanding service my wife and I have received from Nick O’Kelly. From the moment we began working together, it was clear that his expertise and dedication to our financial wellbeing were unmatched. What sets him apart is his ability to simplify complex financial concepts, making it easy for us to understand our options and feel confident in our decisions. He takes the time to truly listen to our goals, and craft strategies tailored specifically to our needs. His proactive approach has been a game changer. He does not just respond to our questions, he will anticipate potential challenges and opportunities, ensuring we are always one-step ahead. His advice has helped us grow our investments significantly, all while providing us with peace of mind about our financial future. Beyond his professional knowledge, he genuinely cares. His integrity, transparency, and personalized service have built a level of trust that is rare to find. We feel incredibly fortunate to have him and his team guiding our financial journey. We will always recommend his services without hesitation to anyone seeking a reliable and exceptional financial advisor. Nick is someone who truly makes a difference. Thank you for helping us achieve our dreams!

Nick O’Kelly is hands down the best financial planner I’ve ever worked with. From the start, it’s clear that Nick genuinely cares about his clients. Unlike others in the industry, he never tries to upsell or push unnecessary services. Instead, he takes the time to understand your goals and works with precision and dedication to help you achieve them. Nick’s background in Special Operations shines through in his incredible attention to detail and disciplined approach. He handles our finances with the same care and focus you’d expect from someone with such an impressive history. I trust him so much that I’ve referred my entire family to him, and now he’s helping everyone manage their financial futures. Beyond his professional skills, Nick is a truly great human being. His kindness, integrity, and unwavering commitment to his clients set him apart. If you’re looking for a financial planner who will put your best interests first, look no further than Nick O’Kelly. Highly recommend!

Nick has been a pleasure to work with. He has good knowledge of how investing works and treats my money like it’s his own. I couldn’t ask for a better person to manage my investments! Thanks Nick!

I’ve been working with Nick for a little over a year now. Since then, he’s helped us construct a budget, plan for retirement, and get estate documents in place. Nick’s been a wealth of information and only provides more value to his clients over time. He provided useful insights for me when I was transitioning out of the Army that I would’ve otherwise missed. Nick gave us peace of mind with his custom-built analytical tools and forecasts. I’d highly recommend Nick to anyone who is looking for a financial planner.

Nick constantly updates us and provides feedback of opportunities. He cares about our personal wealth in accomplishing our life objectives. It is refreshing to have someone that is proactive and seeks to keep us informed. He brings his sense of duty and honor that he received in the military to his profession as a financial advisor and financial planner.

I've been a client with Cadence Wealth Partners over the last few years. From the first meeting we had with Nick, we've felt like we were in good hands. The team is super friendly and they know their stuff. They took the time to know me and my family and created plans to meet our financial goals. Highly recommend working with them if you are interested in creating your will and opening a trust.

The team is very knowledgeable and pleasant to work with! For financial prosperity and growth - Cadence Wealth Partners are the way to go!

We cannot recommend Nick enough! From the very beginning, he took the time to truly understand our complex financial situation and provided clear, actionable strategies that have saved us a significant amount of money. Thanks to his expertise and guidance, we are now on track to retire early! His assistance was beyond just retirement planning. He also helped us navigate the intricacies of setting up a will/trust, ensuring our family's future is secure. His collaboration with our tax advisor has been seamless, making our financial journey even smoother. What sets him apart is his dedication and communication. He is always available to answer any questions and keeps us informed every step of the way. If you're looking for someone who is knowledgeable, trustworthy and truly invested in your financial success, he's the one to call!

Time is our most valuable resource, and Nick is a master of professional financial management, often neglected in our busy lives. He provides precise, efficient, and succinct guidance that I have never experienced before. He and his team are professional, courteous, and responsive to their clients' unique needs. Nick is an Army Veteran and Green Beret / Night Stalker who understands Service Members' financial needs and advances his clients' holistic understanding of their financial health. It is worth a call with Nick to clarify this often ignored area of our lives. I discovered life changing financial tips in my very first meeting with him.

Nick and the team at Cadence Wealth Partners have been instrumental in our financial planning and our plans for the future. They are very attentive and always focused on our goals and needs. Nick is well-versed and is always able to explain the ins and outs of the financial landscape - advocating for what is right for us above everything else.