Nick O’Kelly, CFP®, RICP®
Helping Veterans Achieve Financial Independence
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Cadence Wealth Partners
Nick O’Kelly, CFP®, RICP®
Weddington, NC
Serving Clients Nationwide
Helping Veterans Achieve Financial Independence
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Hi, I'm Nick O’Kelly. I'm a Christian, Husband, Father, Financial Planner, and Special Operations Veteran.What if your financial advisor was able to take the same approach to financial planning as he did to his mission planning as a pilot in the most elite helicopter unit in the world? That's what I bring to the table, I know how to plan for contingencies, adapt to unforeseen circumstances, and ultimately achieve mission success. Not many advisors can offer the same experience.
I have the capacity and the responsibility to offer my clients a completely custom and tailored financial plan, revolving around your goals and vision of the future.
I served as a Special Forces Operator and later as a Pilot in the 160th Special Operations Aviation Regiment. In both units, I was around some of the best individuals in the world. My time with Special Operations has molded me into who I am today.
What is Nick like outside of work?
In my personal life, I'm a sports-loving, optimistic person who likes to live life to the fullest. I’m a Christian who is far from perfect, a husband to my beautiful wife Ali, and a father to Logan and Skylar. I’m also a dog dad (if that’s a thing) to two Goldendoodles. My family enjoys being active; with my wife as a personal trainer, she keeps me motivated to stay in shape. When we're not caught up in the kids' activities and sports, we love hanging out at breweries, exploring new restaurants, or attending sports events.
Another passion of mine is advocating for mental health, specifically within the military. I’m on a mission to dismantle the stigmas that prevent people from seeking the help they need. It's a sad reality that many are too proud to speak up due to fear of consequences. After a long struggle myself, I spoke up, got the help I needed, and am living proof that speaking up is worth it.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Retirement Income Certified Professional (RICP)
Affiliations
- Financial Planning Association
Primary Location
Weddington, North Carolina
Video
Meeting Options
- Video Conference
Compensation Methods
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
The advisory team here at Cadence Wealth Partners all have two things in common: we used to look really cool in uniform and we share an unwavering commitment to your success.The Halls of Montezuma and the shores of Tripoli seem less daunting than the IRS and a 30-year retirement. Valley Forge, Custer’s ranks, San Juan Hill, and Patton’s tanks, slightly less challenging than paying for college and creating a legacy.
Here’s health to you and to our Corps! And the Army goes rolling along!
Guidance Throughout Life’s Stages
Whether you’re just starting out or nearing the finish line, find the guidance you deserve.
✔️ Young Families
You work hard, you play hard. How do you balance life and your financial independence all while providing for your family's financial future?
✔️ Entrepreneurs
Whether your business is big or just a side hustle for now, you likely wear a lot of hats. Find out how to outsource your duties as the family financial CEO so you can grow, and, one day, exit your business...on your terms!
✔️ Retired...or close
You've made it! Or, you're close. But you've still got questions, like how do we turn this money into a paycheck and avoid getting killed by taxes? What do we do in a bad market? When do we take Social Security? What the heck is IRMAA?
Education
Embry-Riddle Aeronautical University, Bachelor of Science - BS, Aeronautics | Associate of Science - AS, Aeronautics | Excelsior University Excelsior University Associate of Science - AS, General Studies
Volunteer Experience
Youth Baseball Coach and volunteer at my Church.
Hobbies and Interests
- Baseball
- Church
- Exercising
- Family
- Football
- Sports
- Traveling
- Video Games
- Working Out
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Government Employees
- Living in Retirement
- Military
- Professional Athletes
- Veterans
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