WELLth Financial Planning
WELLth is a flat fee, fiduciary financial planner and investment manager located in Palm Beach Gardens, Florida and serving clients nationally. We help individuals maximize their wealth with cutting-edge investment, tax, retirement, and debt management strategies. While we help individuals from all walks of life, our specialty is helping clients achieve the flexibility to "work on your terms," which may include early retirement goals.
Chris Diodato, CFA, CMT, CFP is our founder and chief investment officer and is frequently quoted in outlets such as Bloomberg, Wall Street Journal, and Fortune. He was also the recipient of the acclaimed and internationally recognized Charles H. Dow Award in 2019 for his research and formulas on identifying stock market panics and buying opportunities.
Ready to be your best financial self? Schedule a complimentary call with Chris today!
Chris Diodato, CFA, CMT, CFP is our founder and chief investment officer and is frequently quoted in outlets such as Bloomberg, Wall Street Journal, and Fortune. He was also the recipient of the acclaimed and internationally recognized Charles H. Dow Award in 2019 for his research and formulas on identifying stock market panics and buying opportunities.
Ready to be your best financial self? Schedule a complimentary call with Chris today!
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Client Reviews
$125 to $400
Flat Fee/Retainer
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Flat Fee/Retainer
$125 to $400
Meeting Options
Video meetings
In person meetings
About WELLth Financial Planning
WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally
Disclaimer
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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."
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