Prelude Financial, LLC is a fee-only financial planning and investment management firm based in Wadsworth, Ohio. The firm aims to help individuals and families build financial plans around their circumstances, concerns, and goals, offering advice focused on clients’ best interests. Its transparent fee structure means clients pay the firm directly; Prelude Financial does not sell products, collect commissions, or charge hidden fees. Clients can also access a view of their financial picture and track actions taken as their plan develops.

The firm serves entrepreneurs, people approaching retirement, and retirees. Its services include retirement planning, cash flow and debt management, investment analysis and management, risk management and insurance planning, tax planning, education planning, and estate planning. Tax considerations are integrated into financial planning to help clients evaluate opportunities and make informed decisions. The firm’s work is led by founder and financial advisor Scott Haley, CFP®, alongside financial planning analyst Eryn Eshelman. Prelude Financial offers prospective clients the opportunity to schedule a meeting to discuss their financial questions and planning needs.