Prelude Financial, LLC

Scott Haley, CFP, EA

Individuals working in the medical field provide transparency, unbiased advice and clear direction to help their patients. So why not work with a professional that provides that for your finances? Introducing Prelude Financial.

If you are a physician, dentist or other medical professional, you might have particular interest in our focus on helping you with financial planning and maximizing your wealth. Practicing medicine requires that you manage your career as a business. However, many physicians have little, if any, time and/or business and financial training or expertise. Your financial security depends on your ability to manage income and expenses, make prudent investments, and provide for personal financial commitments such as lifestyle expenses, education costs and retirement. Some things you may be asking yourself:

  • Do I really know how much I need to save in order to reach my future goals
  • What is the best way to pay down my student loans
  • If I were to become injured how would I provide for my family, and
  • How can I minimize my tax liability to enhance my savings

About Scott Haley, CFP

The Professional Side

I am the founder of Prelude Financial, a firm dedicated to providing unbiased conflict free advice to help you create the life you envision for you and your family. I help my clients think through difficult financial tradeoffs to come up with solutions they can comfortably live with. I take pride in getting to know every detail of my client’s financial lives so that I can build a well thought out, carefully tailored plan to help accomplish the goals you’ve set for yourself.

I serve a broad range of clients, ranging from mid-career professionals to retirees. Prior to forming Prelude Financial, I worked for some of Ohio’s larger wealth management firms. Using my past experience I crafted Prelude Financial to be a firm as sophisticated as a boutique wealth management firm while not restricting itself to younger individuals.

The Personal Side

I grew up in Wadsworth and was often referred to as the son of Wadsworth Music. So if you or your children ever took music lessons you have probably met me at one point or another. Growing up with such a deep connection to my local community was truly a great experience, and gave me the opportunity to get to know so many families in the area.

Outside of the office I enjoy spending time with my wonderful wife and daughter. I try to spend as much time outdoors when the weather permits, biking, backpacking swimming and most importantly being with my family.

I graduated Cum Laude from The University of Akron with a Bachelors degree in Finance and Business Administration, and continued my education to become a CERTIFIED FINANCIAL PLANNER (CFP). After working in the industry for a few years I furthered my education to earn the Enrolled Agent (EA) and CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA) designations.

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