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Ruedi Wealth, a Family-Run RIA Firm, Expands to Texas with New Plano Office

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Ruedi Wealth, a Family-Run RIA Firm, Expands to Texas with New Plano Office

PR Newswire

PLANO, Texas, Aug. 23, 2018 /PRNewswire/ -- Ruedi Wealth Management, an Illinois-based RIA firm that manages nearly a quarter-billion dollars in client assets, has expanded to the Lone Star State with a new office in Plano. Located near the intersection of the Sam Rayburn Tollway and Dallas North Tollway, the Texas outpost of Ruedi Wealth officially opened its doors August 1st.

Brothers Paul Ruedi Jr., CFP® and Daniel Ruedi, CFP®, RICP® serve as the advisor team in Plano. Both Ruedi brothers grew up in Champaign, IL, but now currently live in the DFW Metroplex.

One of Investopedia's Top 100 Most Influential Financial Advisors, Paul Jr. is a CERTIFIED FINANCIAL PLANNER™ Professional and a passionate thought leader on financial wellness topics.

Paul Jr. has shared his expertise with publications including Forbes, US News and World Report, and The Street, and also has written articles for CNBC, Investopedia, Yahoo Finance, and MSN Money. He is a regular guest on Paul Ruedi's "On the Money" Radio Show and contributor to the Ruedi Wealth Blog, sharing educational information on a variety of financial topics.  

"We're thrilled to open our new office in the Shops at Legacy and begin serving clients throughout the North Suburbs of Dallas," said Paul Jr. "This central location enables us to work with clients in Plano, Frisco, Allen, The Colony, and the surrounding suburbs. We're proud to be part of the incredible growth of the northern corridor."

Daniel Ruedi is also CERTIFIED FINANCIAL PLANNER™ Professional as well as a Retirement Income Certified Professional®. As a financial advisor at Ruedi Wealth, Daniel works with clients to build financial plans that are designed to achieve their retirement goals.

Like his brother, Daniel is a regular contributor to the Ruedi Wealth Blog, where he writes about retirement and financial planning issues, and has provided insight for U.S. News, Investopedia, and Nasdaq. Daniel currently lives near downtown Dallas and is excited to be working out of the Plano office, in no small part due to its proximity to Lake Lewisville.

"I love bass fishing and store my boat close to Lake Lewisville – so after a long day of financial planning, you'll know where to find me," Daniel said. "Whether I'm helping clients navigate their retirement goals or reeling in bass, I couldn't be happier to be here in Texas."

Founded in 2014 by CEO Paul A. Ruedi, Ruedi Wealth grew quickly to include other members of his family.  Paul's three sons, Paul Jr., David, and Daniel, and son-in-law Ryan Repko now serve as the financial advisor team, while his wife Cindy and Sister-in-Law Rose manage operations.

The financial advisors at Ruedi Wealth specialize in retirement planning, and have a passion for helping people transition smoothly into retirement of their dreams.

To get in touch with Ruedi Wealth in Plano, stop by their office at 5851 Legacy Circle, 6th Floor, Plano, TX, 75024, visit their website (www.ruediwealth.com), or give them a call at 972-532-7833.

 

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SOURCE Ruedi Wealth Management

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