I’m Cheryl Maddox, CFP®, a financial advisor and Ramsey SmartVestor Pro who helps individuals and families make wise, confident decisions about their wealth, investments, retirement, and legacy.
Whether you’re building wealth, approaching retirement, or managing a more complex financial picture, my role is to help you see the whole picture and make sure the pieces work together. We look at your investments, retirement strategy, tax considerations, estate planning, insurance, and long-term goals—not in isolation, but as part of one comprehensive plan.
I think of myself as the quarterback of your financial team. I bring the planning and investment expertise, coordinate with the attorneys, CPAs, insurance professionals, and other specialists you work with, and help make sure everyone is working toward the same goals. I also have the resources and investment expertise of a larger wealth management organization behind me, while maintaining the personal relationship and individual attention of a dedicated advisor.
My faith is an important part of who I am and how I approach financial planning. I believe money is a tool entrusted to us and that wise stewardship involves more than simply accumulating wealth. For clients who share those values, I enjoy helping them think through generosity, purposeful investing, and legacy.
My style is personal, straightforward, and encouraging. I don’t believe you should need a finance degree to understand your financial plan, and I’m not here to impress you with what I know. I’m here to know your story, help you navigate important decisions, and give you confidence about where you’re going.
I’m a wife, mom to four children, and I have a goldendoodle and her poodle dad – that’s a fun story! I volunteer at my church and, more than anything, I love helping people use their resources wisely and intentionally.
My goal is simple: to help you build and manage wealth in a way that aligns your money with the life and legacy you want to create.
CERTIFIED FINANCIAL PLANNER®