Nick O’Kelly, CFP®, RICP®
Wealth Advisor for High-Income Veterans | Green Beret | Night Stalker
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Cadence Wealth Partners Nick O’Kelly, CFP®, RICP®
Weddington, NC
Serving Clients Nationwide
Wealth Advisor for High-Income Veterans | Green Beret | Night Stalker
5 out of 5 Stars
Jump to Reviews Areas of Focus
- Estate Planning
- Financial Planning
- High Net Worth
- High Net Worth Retirement Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Tax-Efficient Planning
About Nick O’Kelly, CFP®, RICP®
Hi, I’m Nick O’Kelly. I’m a husband, father, financial planner, and retired Special Operations veteran.I work primarily with high-income and high-net-worth veterans who want a more thoughtful and coordinated approach to managing their financial lives.
Before becoming a financial planner, I served as a Green Beret and later as a pilot in the 160th Special Operations Aviation Regiment. That experience shaped how I approach planning today: stay prepared, think long term, and focus on disciplined decision-making over time.
Most of the people I work with are already successful. They’ve built strong careers, businesses, and lives after the military. But success doesn’t automatically make financial decisions simpler.
Questions around taxes, investing, retirement, business ownership, real estate, and long-term planning all start overlapping at some point. My job is to help clients organize the financial side of life so they can make decisions with more clarity and less second-guessing.
Outside of work, my life revolves around family. My wife Ali and I stay busy raising our two kids, keeping up with sports and activities, and trying to make the most of our time together. We’re usually spending time outdoors, checking out local restaurants or breweries, watching sports, or chasing around our two Goldendoodles.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Retirement Income Certified Professional (RICP)
Affiliations
- Willow
Primary Location
Weddington, North Carolina
Meeting Options
- Video Conference
Compensation Methods
- Annual Retainer
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Schedule Private Intro Call' button above to schedule a quick 15-minute phone call. We'll get to know each other and determine if it makes sense to continue pursuing something together. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Cadence Wealth Partners
At Cadence Wealth Partners, we work with high-income and high-net-worth veterans who want a more organized and intentional approach to financial planning.Most of our clients are already doing well financially. The challenge usually isn’t a lack of income or opportunity. It’s making sure the financial side of life is working together in a way that supports their goals and priorities.
Investments are spread across different accounts. Taxes keep increasing. Retirement gets closer. Maybe there’s a business involved, stock compensation, real estate, aging parents, or kids getting closer to college.
There are a lot of moving pieces, and it’s common to feel like everything isn’t fully connected.
That’s where planning becomes valuable.
Our team helps clients think through major financial decisions with a long-term perspective and a coordinated approach behind them.
Common areas we help clients navigate include:
• Investment management
• Tax planning
• Retirement planning
• Business ownership decisions
• Concentrated stock positions
• Real estate decisions
• Risk management
• Retirement income planning
• Estate and legacy planning
The name Cadence reflects the belief that progress works best with consistency, alignment, and a deliberate pace behind it. We believe financial planning should work the same way.
Our goal is to help clients feel more organized and more confident in their financial decisions over time.
If you’re looking for a thoughtful and coordinated approach to financial planning, we’d be happy to see if it’s a good mutual fit.
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
Hobbies and Interests
- Baseball
- Exercising
- Family
- Football
- Grilling
- Running
- Sports
- Traveling
- Video Games
- Working Out
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Government Employees
- Military
- Physicians
- Veterans
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
May 5, 2026
We are very grateful for the help and guidance we receive from Cadence. There team is professional, caring, and knowledgeable. I am glad to use Cadence for my personal small business as well as for our family planning and finances. We are grateful they make us feel like family and have our best interests in mind.
Relationship to Financial Advisor: Client as of May 5, 2026
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™
Apr 24, 2026
Relationship to Financial Advisor: Client as of Apr 24, 2026
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™
Apr 23, 2026
Great experience working with Cadence on our financial goals for the future. The team took time to understand our needs and created a custom strategy that works for us! Thank you!
Relationship to Financial Advisor: Client as of Apr 23, 2026
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™
Apr 22, 2026
So I’m biased because one of the partners at Cadence is my son Nick. Truthfully it was hard to put my life’s work and retirement in his hands. But…Nick has repeatedly talked me out of some decisions that would have impacted my portfolio to the downside. So while I’m a proud father I’m also a grateful client!
Relationship to Financial Advisor: Client as of Apr 22, 2026
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™
Apr 22, 2026
Having Nick and his team managing our finances and planning for retirement has been such a blessing!! They are professional, knowledgeable and communicative. Very hands-on and keep us in the loop throughout! They offer a range of services for different levels of financial and retirement planning, but what sets them apart from our previous financial planners is how they communicate with their clients. They not only manage our finances, they make us an active part in planning for our retirement, explaining the whys and whens of decisions, both ours and theirs. It has allowed us to develop a plan that works with our current lifestyle and ensuring we have the best possible outcome for retirement. The whole team is amazing, personable and proficient! We feel much more confident about our financial future since beginning with Nick and the team.
Relationship to Financial Advisor: Client as of Apr 22, 2026
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™
Apr 21, 2026
Nick was great in helping us get our accounts set up and linked so that we could start planning for things we didn’t even think we needed to plan for!
Relationship to Financial Advisor: Client as of Apr 21, 2026
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™
Oct 30, 2025
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: Client as of Oct 30, 2025
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™
Oct 28, 2025
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.
Relationship to Financial Advisor: Client as of Oct 28, 2025
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™
Oct 28, 2025
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: Client as of Oct 28, 2025
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™
Oct 27, 2025
Nick is 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: Client as of Oct 27, 2025
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™
Oct 27, 2025
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: Client as of Oct 27, 2025
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™
Oct 27, 2025
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: Client as of Oct 27, 2025
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™
Oct 27, 2025
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: Client as of Oct 27, 2025
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™
Oct 27, 2025
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: Client as of Oct 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Finacial Planning
✅ Wealthtender Certified Advisor Review™
Jan 10, 2025
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.
Relationship to Financial Advisor: Client as of Jan 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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: Client as of Dec 16, 2024
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: Client as of Dec 13, 2024
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: Client as of Dec 9, 2024
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: Client as of Dec 6, 2024
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: Client as of Dec 6, 2024
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: Client as of Dec 6, 2024
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: Client as of Dec 5, 2024
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: Client as of Dec 4, 2024
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: Client as of Dec 4, 2024
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: Client as of Dec 4, 2024
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: Client as of Dec 4, 2024
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: Client as of Nov 10, 2024
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: Client as of Nov 10, 2024
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: Client as of Nov 5, 2024
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: Client as of Nov 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Please see important disclosures below awards View Disclosures
Wealthtender Awards
Nick O’Kelly, CFP®, RICP® received the 2025 Wealthtender Voice of the Client Highly Rated Advisor award.
Award Disclosures
Wealthtender awarded Nick O’Kelly, CFP®, RICP® with its 2025 Voice of the Client Highly Rated Advisor Award on 06/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 06/01/25. Although Cadence Wealth Partners compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
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