Paladini Financial Management

As our successful, established dental practice grew and evolved over the years, it became apparent that we needed to seek the guidance of a financial planner. It was crucial that we find a professional that was not only attentive to the fine details of personal and practice finances/assets, but also exuded an energetic, positive, and vibrant personality. After meeting Wendy Kelly, CFP at Paladini Financial Management, we never looked back! We've been working with her for years now, and have recommended her to other practices as well. Wendy has a financial plan for every aspect of life, and makes it so simple for us not only run our practice, but to thrive personally as well. She makes herself available for questions any time. We enthusiastically recommend Wendy Kelly!
Mar 24th, 2022

After glowing recommendations from several colleagues, we engaged the services of Wendy Kelly, CFP of Paladini Financial Management ...it was one of the best decisions we ever made! She collaborates extremely well with our administrator, accountant, etc. and is always just a call, text, or email away. Thanks to Wendy, we have a true financial "roadmap" for our family after exiting the military and purchasing a private practice. We highly recommend Wendy and her team!
Mar 11th, 2022

Great financial planner and friend. Matt is an important part of our life. I highly recommend you make him a part by of yours.
Nov 25th, 2021

Weve been working with Paladini Financial Management for a few years now and have had a great experience! Wendy is knowledgeable, genuine, prepared, and such a joy to work with! She gives great advice that includes several different options. She is responsive, trustworthy and a breath of fresh air! I highly recommend Paladini!
Sep 24th, 2021

We have been working with Paladini Financial Management and particularly Wendy Kelly for the last 4 years. Wendy and her entire team has been wonderful to work with and we are so thankful to have this team in our personal and professional lives! Wendy has tremendous experience, valuable expertise and great attention to detail! She is able to adjust and guide us throughout the different stages and changes of our personal and professional lives. Wendy has been able to work in pair and guide our accountant, practice administrator and managers accordingly. We love working with her and she is a fun, caring and genuine person! We highly recommend Wendy and her team at Paladini Financial Management!
Aug 15th, 2021