5.0
Average rating
3
Client Reviews
$3,750 - $20,000
What Our Clients Say
5.0
3 Client Reviews
Megan Crean
July 30, 2025
Current client since 2023
5.0
Reason for working with Cayden McLaughlin, CFP, EA
Cayden was originally suggested by my financial advisor. We have continued our working relationship since then.
Experience working with Cayden McLaughlin, CFP, EA
I find Cayden extremely knowledgeable, and appreciate that he works in a timely manner. He goes the extra mile in discussions regarding my career and different ways I can prosper further.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Anthony Strunz
August 1, 2025
Current client since 2024
5.0
Reason for working with Cayden McLaughlin, CFP, EA
It was a no brainer, Cayden helped me organize and deliver on my business and individual taxes.
Experience working with Cayden McLaughlin, CFP, EA
Exceptional. Cayden is organized, comes to every meeting prepared and has presented a solid plan of actionables that will allow me to reach my financial goals.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
$500,000
Minimum Annual Income
$250,000
Specialties We Work With
Services We Offer
✔ 401(k) & IRA Management
✔ Cash Flow Planning
✔ Exit Planning
✔ Financial Planning
✔ Investment Management
✔ Liquidity & Exit Planning
✔ Retirement Planning
✔ Tax Strategy
✔ Wealth Management
✔ Individual Tax Services
✔ Portfolio Management
Our Ideal Client Profile
Our ideal clients are business owners with significant income and/or investable assets who value personalized strategies tailored to their entrepreneurial lifestyle. They understand the importance of proactive planning and seek ongoing guidance beyond the basics.
Transparent Pricing
Financial Planning
$3,750 - $20,000
An ongoing financial planning relationship with quarterly planning meetings and continuous implementation support.
Tax Planning
$3,750 - $20,000
One-time advice for tax planning strategies. Prices vary based on your implementation requirements. Our financial planning service above also includes this tax planning service.
About Cayden McLaughlin, CFP, EA
We've built WealthAdvisor365 specifically for the complex challenges facing high-earning entrepreneurs: variable income streams, tax optimization, and the need for agile financial planning that evolves with your business.
Schedule Your Risk-Free Evaluation Today!
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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3 Client Reviews
"Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP."
Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
