Michael Walstedt, CFA, CFP®
I help tech pros, execs & biz owners build wealth & keep more of their money
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Serving Clients Nationwide
I help tech pros, execs & biz owners build wealth & keep more of their money
Areas of Focus
- Business Owners
- Equity Compensation Options
- Financial Planning
- Inherited Wealth
- Investment Management
- Retirement Income Planning
- Retirement Planning
About Michael Walstedt, CFA, CFP®
Hi, I'm Michael Walstedt, the founding advisor of Reliant Wealth Advisory, a fee-only, fiduciary independent investment advisor based in Hoboken, New Jersey. My mission in launching this firm was to pair a deep passion for financial markets with helping others create a better future for themselves.Prior to founding the firm, I made a living trading financial markets. While it was a profitable endeavor, I wanted to apply my experience in a way where I could truly make an impact on the lives of those around me. Building a firm centered around cultivating deep relationships and striving for meaningful client outcomes ultimately felt like the right next step.
I hold both the CFA & CFP designations. The Chartered Financial Analyst (CFA) is widely regarded as the most rigorous credential in finance, emphasizing investment analysis, portfolio management, ethics and risk management. I passed all three levels in the 90th percentile on my first attempt, and earned my charter in 2023. The Certified Financial Planner (CFP) is widely regarded as the gold standard credential in financial planning, emphasizing comprehensive planning across investments, tax, retirement, insurance, and estate strategy, along with a fiduciary standard of care. I earned my CFP designation in 2026.
I am also a member of the National Association of Personal Financial Advisors, or NAPFA, the nation’s leading organization of fee-only investment advisors. As a member, I am held to a strict fiduciary standard and prohibited from receiving commissions on any recommendations I make.
I hold a bachelor’s degree in accounting from Rutgers Business School, and prior to trading financial markets for a living, I worked at US Bank & Emigrant Bank.
At the core of my approach is the belief that working with an advisor isn’t just about managing your investments. It also includes
▪️ Identifying tax planning strategies that can help you save more of what you have earned
▪️ Getting clarity on whether you can retire comfortably
▪️ Knowing who/where your assets will pass on to
▪️ Navigating the emotional realities of investing
This kind of partnership helps you not only plan for life events, but also respond to the unplanned. We understand that everyone’s situation is unique, and that’s why all of our plans are personalized for your specific situation. Every portfolio and plan is built with intention.
Outside of work, I can be found adventuring with my wife Allie around the streets of Hoboken or NYC, or somewhere on the beach at the Jersey Shore. We love to live a healthy lifestyle, travel the world and spend quality time with family.
Professional Designations
- Chartered Financial Analyst (CFA)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- Financial Planning Association
Primary Location
Hoboken, NJ 07030
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free 30 minute consultation to see if we’re a good fit. You are more than welcome to bring your spouse or partner and no preparation is needed. It will be a high-level conversation about your goals and what you’re looking to accomplish. I look forward to speaking with you.Offers Investment Management
Yes
About Reliant Wealth Advisory
Reliant Wealth Advisory is a fee-only & fiduciary independent investment advisory firm based in Hoboken, New Jersey.Most advisors only manage your portfolio. We manage your financial life. That means your investments, your tax strategy, and your long-term plan all pull in the same direction.
We start by clear on your goals, your risk tolerance and your time horizon. We then combine disciplined investment expertise with tech forward & AI-enabled analytical tools to support portfolio construction, risk management and ongoing oversight.
Who We Serve
We work with individuals and families who value clarity, trust, and an objective approach to managing their wealth. Many of the people we work best with are tech and corporate professionals navigating stock-based compensation, business owners looking to diversify their assets beyond their company, individuals approaching or already in retirement who want a clear income strategy, and those who have recently received an inheritance or other lump sum and want it handled wisely.
Our Approach
Reliant Wealth Advisory is a boutique, independent investment advisory firm offering comprehensive wealth management built on trust and meaningful client relationships.
We are a fee-only investment advisor providing objective, professional investment management without commissions or product sales. We do not receive compensation from third parties for insurance, legal or other external services.
We follow a disciplined, repeatable process that supports thoughtful investment decisions as markets and your personal circumstances evolve.
Why Work With Us
As an independent, fee-only firm, we are happy to answer questions and explore whether our services are a good fit for your situation before any commitment is made.
Investment advisory services are offered through Reliant Wealth Advisory, LLC, a registered investment adviser; registration does not imply any level of skill or training.
Education
Rutgers Business School, Bachelor's Degree, Accounting
Hobbies and Interests
- Family
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Physicians
- Technology Professionals
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