Scott Haley CDFA®, CFP®, EA

Prelude Financial, LLC

137 College Street
Wadsworth OH 44281

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Scott loves working with individuals who are trying to build a great life for their families and couples who need help creating the lifestyle they envision. His passion is working with people who seek sound financial guidance rather than killer stock picking with rockstar investment returns. He helps his clients think through difficult financial trade offs and come up with solutions they can comfortably live with. He takes pride in getting to know every detail of his client’s financial lives so that he can build a well thought out, carefully tailored plan to help accomplish the goals they’ve set for themselves.

Prior to forming Prelude Financial, Scott worked as a financial advisor for some of Ohio's larger boutique financial planning firms . He is adept at making complex financial issues easy to understand, and skilled at keeping people on task to accomplish their goals. He tends to geek out on topics he finds fascinating and gets a thrill out of teaching people what he's learned. As a father, he knows what it takes to care for a family while simultaneously working toward achieving personal goals. Scott truly enjoys collaborating with his clients and helping them live their best financial life. 

Scott formed the RIA, Prelude Financial, LLC,  in 2015 after the birth of his daughter. He is a CERTIFIED FINANCIAL PLANNER (CFP), Enrolled Agent (EA) and  CERTIFIED DIVORCE FINANCIAL ANALYST® (CDFA®). Scott completed his Personal Financial Planning coursework at The University Of Akron where he also earned his bachelors degree in finance, graduating Cum Laude.  As a self-professed life-long learner, Scott continually educates himself on the latest thinking and technology in financial planning.