About Ruedi Wealth Management

 

Ruedi Wealth Management is a financial advisory firm that helps people in central Illinois make smart financial decisions about retirement. We support our clients with financial planning, investment management, and ongoing advice to gently guide them through every phase of the retirement process. We firmly believe in the value of long-term relationships, and our primary goal is to make a lasting, positive impact on the lives of the people we serve. 

What Sets Us Apart?

Retirement Focus

Helping people throughout the retirement process isn’t just one of the things we do; it’s all we do. We don’t try to be all things to all people. But when it comes to retirement, we know every aspect inside and out. Our experience is second to none, and our services are comprehensive.

Complete Independence

We are a fee only Registered Investment Advisory firm, so we don’t have products to sell. That means you never have to wonder whether you are getting objective advice.

Planning Emphasis

Your portfolio is only as good as the plan that drives it. While some companies are more interested in selling you investment products, we spend more time understanding your goals and designing a plan to help you reach them.

Consistent Philosophy

For more than thirty years, we have followed a disciplined planning and investment approach based on decades of scientific research. Not predictions and forecasts. Despite natural economic fluctuations and news about trendy schemes to “beat the market,” we stick to a tried-and-true philosophy that reduces anxiety for our clients. 

Simplified Process

Funding retirement can seem overwhelming, but we specialize in making the process painless and stress-free. Short, casual visits with friendly advisors. Complex issues translated into understandable terms. Even customized plans developed at no charge to help you decide if we’re the right partner. If the answer is yes, our experienced operations team uses best-in-class technology to handle every aspect of the transition. It’s fast, seamless, and requires very little effort on your part.

Family Owned & Operated

Choosing an advocate to guide you through every phase of retirement is a big decision. Employees may come and go at big firms, but our clients know they always have quick access to an advisor who shares our last name.  Multiple generations of our family share an unwavering commitment to serve our clients. We’re here for the long haul, and that level of accountability is priceless.