Independent, Fee-Only, Fiduciary Advisors Providing Customized Financial Advice for Your Life.
Planning for every stage of life...
About Us
Established in 2021, Rude Wealth Advisory is an independent RIA firm offering Financial Planning, Investment Management, Tax Planning & Preparation, Small Business Bookkeeping & More. Owner, Chelsea Rude, brings nearly 15 years of extensive, credentialed Financial Planning experience to clients and has a passion for bringing clarity to their complex financial lives.
Our Services
Financial Planning
Expert financial guidance for all the complexities in your life
*Comprehensive & Hourly Engagements Available
Investment Management
Personalized investment advisory services
*Service reserved for comprehensive planning clients only
Tax Preparation
Personal & Entity Tax Preparation Services
Small Business Bookkeeping
Bookkeeping, Payroll, Sales Tax, Financial Statements & more
Small Business Services
401k Retirement Plan Services
& Employee Education
Faith & Finances
Biblically Responsible Investing & Financial Stewardship Advice
Working with Rude Wealth Advisory
Explore Possibilities & Plan Delivery
Analyzing & Evaluating your current financial status, developing planning strategies, and implementing recommendations in 1 to 4 meetings, depending on scope of relationship and plan complexity.
Discovery
60 Minute Deep Dive Meeting focusing on your concerns and goals, allowing us to understand your unique needs and determine the best way to work together.
O1
O2
O3
O4
O5
Ongoing Financial Planning
Comprehensive Planning Clients are added to our annual client service calendar to address remaining financial topics and updates in meetings 3x per year, or as needed. *See Client Service Calendar
Get Organized
Project Based, Hourly, or Comprehensive, you’ll receive all of our onboarding information and a portal to provide all the financial data we need. If necessary, a 30-90 minute follow-up meeting will be scheduled.
Are We A Fit
20 - 30 minute call or meeting to assess a mutual fit and share about our firm, services, and pricing.
Rude Wealth Advisory LLC is an Investment Advisor registered with the State of Illinois.
“While serving individuals and families across the wealth spectrum, our mission is to bring clarity and confidence about their finances, enabling them to live life to the fullest, be generous, and pass their wealth on wisely to those they cherish most.”
Chelsea Rude CFP®, MPAS®, APMA®, EA, CKA® Owner & Financial Advisor
Our Team
BS Finance - Eastern Illinois University
MS Financial Planning - CFFP
~ 15 Years Experience in Financial Planning & Tax Preparation
Specializes in Faith Based Planning & Investing
Chelsea D. Rude, CFP®, MPAS®, APMA®, EA, CKA®
BS Finance - Eastern Illinois University Focus in Personal Financial Planning
> 5 years Experience in Planning
Ashlee L. Vaughn, Paraplanner
Bill Rude
IT & Data Security Officer
Natalie Ellison
Financial Planning Intern
Olivia Rude
Chief Paper Shredder
Organizations
Let's work together.
