Ruedi Wealth Management, Inc.

About Ruedi Wealth Management, Inc.

<p>Family-owned and fee-only, Ruedi Wealth Management, Inc. works with people who are nearing retirement, moving into retirement, or already retired. The firm is headquartered in Champaign in east-central Illinois, with advisors who also work with clients remotely.</p> <p>Founded in 2014 by CEO Paul A. Ruedi, the firm is a Registered Investment Adviser that provides retirement-focused financial planning, investment management, and tax planning. As a <a href="/plan-advisors">plan advisor</a>, it also offers 3(21) fiduciary investment advisor services for workplace retirement plans.</p> <p>Ruedi Wealth Management follows a consistent investment approach grounded in scientific research and uses it to build and manage portfolios, plan retirement income, and address tax impact over time. The firm had $0.4B in assets under management as of 2026.</p> <p>A team that includes CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional® (RICP®) professionals supports clients, and the firm has been featured in major financial publications. A key differentiator is its fee-only structure, with advice delivered without product sales.</p> <ul> <li>Fee-only Registered Investment Adviser (RIA)</li> <li>Retirement income planning for pre- and post-retirees</li> <li>Investment management and portfolio design</li> <li>Tax planning for retirement decisions</li> <li>3(21) fiduciary investment advisor services</li> </ul>

Website: https://ruediwealth.com/our-firm/team

Founded: 2014