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Rhodo Wealth Management
Rhodo Wealth is a fee-only financial planning firm serving individuals, families, and retirees in Geneva, the Fox River Valley, and beyond. Owner Tim...
Overview
Rhodo Wealth is a fee-only financial planning firm serving individuals, families, and retirees in Geneva, the Fox River Valley, and beyond. Owner Tim Carpenter, CFP®, provides coordinated financial planning, investment management, tax planning, estate planning, and behavioral finance. The independent practice was launched in 2024 to deliver objective, relationship-driven advice without proprietary products, quotas, or asset minimums.
General information
Firm type
RIA
Year founded
2024
Location
City
Geneva
Principals
Tim Carpenter
CFP®, Owner
Sector focus
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