Paladini Financial Management

As our successful, established dental practice grew and evolved over the years, it became apparent that we needed to seek the guidance of a financial planner. It was crucial that we find a professional that was not only attentive to the fine details of personal and practice finances/assets, but also exuded an energetic, positive, and vibrant personality. After meeting Wendy Kelly, CFP at Paladini Financial Management, we never looked back! We've been working with her for years now, and have recommended her to other practices as well. Wendy has a financial plan for every aspect of life, and makes it so simple for us not only run our practice, but to thrive personally as well. She makes herself available for questions any time. We enthusiastically recommend Wendy Kelly!

We have been working with Paladini Financial Management and particularly Wendy Kelly for the last 4 years. Wendy and her entire team has been wonderful to work with and we are so thankful to have this team in our personal and professional lives! Wendy has tremendous experience, valuable expertise and great attention to detail! She is able to adjust and guide us throughout the different stages and changes of our personal and professional lives. Wendy has been able to work in pair and guide our accountant, practice administrator and managers accordingly. We love working with her and she is a fun, caring and genuine person! We highly recommend Wendy and her team at Paladini Financial Management.

We’ve been working with Paladini Financial Management for a few years now and have had a great experience! Wendy is knowledgeable, genuine, prepared, and such a joy to work with! She gives great advice that includes several different options. She is responsive, trustworthy and a breath of fresh air! I highly recommend Paladini!