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Ron Rhoades (CFP®, JD)

Ron Rhoades focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

* Retirement Income Planning * Social Security Optimization * Medicare Planning * Estate Planning * Personalized Portfolio Construction * Asset Allocation * Tax-Efficient Investing * Ongoing Portfolio Monitoring & Rebalancing * Planning for Executives * Planning for University Professors * Planning for Pre-Retirees * Planning for Intergenerational Wealth

Additional Information

Ron is a distinguished financial advisor, author, educator, and estate planning attorney (Member, The Florida Bar) with nearly four decades of combined experience. He earned his Juris Doctor with honors from the University of Florida College of Law and spent two decades practicing estate planning, transfer tax planning, and the formation and representation of closely held businesses. Seeing the need for his estate planning clients to have fiduciary financial advice, he became a Certified Financial Planner™ – spending over two decades as a fee-only, fiduciary advisor providing financial planning and investment advisory services. During that time, he also pursued his passion for teaching – becoming a professor of finance and an advocate for the fiduciary standard.

To learn more, visit https://scholarfinancial.com/ron-rhoades/

NAPFA Start Date

January 24, 2006

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1441 Riva Ridge Ave Bowling Green, KY 42104-7617 Phone: (270) 904-2728
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