Nick O’Kelly, CFP®, RICP®
Helping You Achieve Financial Independence
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Cadence Wealth Partners
Nick O’Kelly, CFP®, RICP®
Rate this
Advisor
Weddington, NC
Serving Clients Nationwide
Helping You Achieve Financial Independence
Areas of Focus
- Buying a House
- Cash Flow
- Coaching
- Education Funding
- Education Needs and Funding Analysis
- Estate Planning
- Family and Money
- Financial Life Planning
- High Net Worth
- Insurance
- Investment Management
- Money Psychology
- Owning a Business
- Retirement Planning
- Social Security
- Special Needs 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? Your financial life should be designed with detail and intention.
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. My life experience has given me a unique and valuable approach to help you achieve your goals.
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
- In-Person
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
- Grilling
- Running
- Sports
- Traveling
- Working Out
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Airline Pilots
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Government Employees
- Living in Retirement
- Military
- Veterans
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Trusted professional
✅ Wealthtender Certified Advisor Review™
Dec 16, 2024
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust
✅ Wealthtender Certified Advisor Review™
Dec 13, 2024
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We are in good hands.
✅ Wealthtender Certified Advisor Review™
Dec 9, 2024
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Journey
✅ Wealthtender Certified Advisor Review™
Dec 6, 2024
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!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted, Caring, and Detail-Oriented Financial Planner
✅ Wealthtender Certified Advisor Review™
Dec 6, 2024
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!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Top notch service!
✅ Wealthtender Certified Advisor Review™
Dec 6, 2024
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!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Insightful wealth planning custom-built
✅ Wealthtender Certified Advisor Review™
Dec 5, 2024
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Nick is a proactive, knowledgeable and caring financial advisor...they just do not get any better!
✅ Wealthtender Certified Advisor Review™
Dec 4, 2024
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommend!
✅ Wealthtender Certified Advisor Review™
Dec 4, 2024
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
10/10 Recommend
✅ Wealthtender Certified Advisor Review™
Dec 4, 2024
The team is very knowledgeable and pleasant to work with! For financial prosperity and growth - Cadence Wealth Partners are the way to go!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Freedom
✅ Wealthtender Certified Advisor Review™
Dec 4, 2024
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!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 10, 2024
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 5, 2024
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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