Forward-Thinking Financial Planning

Fee-only comprehensive planning that meets you where you’re at.

At Chladek Wealth, it’s our mission to empower you to make educated decisions about your money and instill confidence and comfort in your financial life. Whether through daily needs, college planning, retirement planning, and more, we’re here to help you discover the answers to your deepest financial questions and cheer you on as you accomplish all of your milestones.

Fee-Only Planning Keeps The Focus On You

You deserve advice you can trust, that’s why we’re a fee-only firm. We don’t receive any commissions or benefits from other companies. No back door deals here, just financial planning as it should be—centered on providing the best advice for you to reach your goals.

Fee-only comprehensive planning that meets you where you’re at.

At Chladek Wealth, it’s our mission to empower you to make educated decisions about your money and instill confidence and comfort in your financial life. Whether through daily needs, college planning, retirement planning, and more, we’re here to help you discover the answers to your deepest financial questions and cheer you on as you accomplish all of your milestones.

Fee-Only Planning Keeps The Focus On You

You deserve advice you can trust, that’s why we’re a fee-only firm. We don’t receive any commissions or benefits from other companies. No back door deals here, just financial planning as it should be—centered on providing the best advice for you to reach your goals.

Virtual Wave 👋

As a virtual-only firm, your experience is our top priority. Discover reliable, convenient services you can trust from the comfort of your home with our robust tech stack. We meet you where you are—your couch, kitchen table, patio, wherever—to build a financial plan that’s genuine to you and your goals both now and in the future.

Schedule a Free Consultation

Virtual Wave 👋

As a virtual-only firm, your experience is our top priority. Discover reliable, convenient services you can trust from the comfort of your home with our robust tech stack. We meet you where you are—your couch, kitchen table, patio, wherever—to build a financial plan that’s genuine to you and your goals both now and in the future.

Schedule a Free Consultation

Our Brand Inspiration

Find Your Golden Leaf

Chladek translates to “in the cooling shade.” The name holds deep Czech roots and one of the most powerful symbols in Czech folklore is a birch tree. The prominent tree offers shade, comfort, and protection to those who seek it, and its golden leaves are meant to symbolize fortune and prosperity. It’s our goal to help you make thoughtful, educated, and intentional decisions with your finances so you can find prosperity now and in the future. As Warren Buffet famously said, “someone’s sitting in the shade today because someone planted a tree a long time ago.”

Together, we’ll help you plant the seeds for your financial life, develop the roots, and eventually relax under your own tree, energized by all you’ve accomplished and comforted by the blanket of leaves in the cooling shade.

Our Brand Inspiration

Find Your Golden Leaf

Chladek translates to “in the cooling shade.” The name holds deep Czech roots and one of the most powerful symbols in Czech folklore is a birch tree. The prominent tree offers shade, comfort, and protection to those who seek it, and its golden leaves are meant to symbolize fortune and prosperity. It’s our goal to help you make thoughtful, educated, and intentional decisions with your finances so you can find prosperity now and in the future. As Warren Buffet famously said, “someone’s sitting in the shade today because someone planted a tree a long time ago.”

Together, we’ll help you plant the seeds for your financial life, develop the roots, and eventually relax under your own tree, energized by all you’ve accomplished and comforted by the blanket of leaves in the cooling shade.

Meet Our Founder

Meet Our Founder

President

John Chladek, MBA, CFP®

John Chladek is the Founder and President of Chladek Wealth Management. Throughout his over 20 years in the financial planning industry, John’s central mission has remained steady: to support clients through every twist and turn in their financial lives with integrity, passion, and expertise. John’s dedication to helping clients achieve their goals led him to obtain the CERTIFIED FINANCIAL PLANNER™ designation and even serve on the CFP® Board as a subject matter expert.

John graduated from St. Thomas Aquinas High School, earned a Bachelor of Science in Business Administration from the University of Nebraska, and a Master of Business Administration from Rockhurst University. He also holds the FINRA Series 65 securities license as an Investment Advisor Representative. John is happily married to his wife, Angie, and they have three beautiful girls. Outside of work, he enjoys relaxing with family and friends, fine-tuning his BBQ skills, golfing, and watching sports.

President

John Chladek, MBA, CFP®

John Chladek is the Founder and President of Chladek Wealth Management. Throughout his over 20 years in the financial planning industry, John’s central mission has remained steady: to support clients through every twist and turn in their financial lives with integrity, passion, and expertise. John’s dedication to helping clients achieve their goals led him to obtain the CERTIFIED FINANCIAL PLANNER™ designation and even serve on the CFP® Board as a subject matter expert.

John graduated from St. Thomas Aquinas High School, earned a Bachelor of Science in Business Administration from the University of Nebraska, and a Master of Business Administration from Rockhurst University. He also holds the FINRA Series 65 securities license as an Investment Advisor Representative. John is happily married to his wife, Angie, and they have three beautiful girls. Outside of work, he enjoys relaxing with family and friends, fine-tuning his BBQ skills, golfing, and watching sports.

Are you on track to reach your money goals?

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We respect your privacy and will never sell, rent, lease or give away your information.

Are you on track to reach your money goals?

Book a free financial review!

Name(Required)
Subscribe
This field is for validation purposes and should be left unchanged.

We respect your privacy and will never sell, rent, lease or give away your information.