Who We Are - Sewell Wealth Management

Chad C. Sewell, President and Certified Financial Planner™ (CFP®), has been dedicated to serving clients as a financial advisor since 2008. His commitment to helping individuals prepare for the future with confidence was inspired by the significant impact that thoughtful financial planning can have on retirement success.

The turbulent markets of 2008 and 2009 only reinforced Chad's belief in the importance of a well-structured financial plan and a risk-managed investment strategy. He begins every client relationship by actively listening to understand their goals, priorities, and what matters most to them. Chad's mission is to ensure each client feels secure in their personalized financial strategies, designed to withstand life’s uncertainties.

In 2018, he founded Sewell Wealth Management with a vision to provide truly personalized guidance. As an independent financial advisor, Chad is free from the constraints of large firms, allowing him to focus solely on what’s best for his clients. This independence enables him to tailor wealth management strategies to each client’s unique needs, ensuring that the advice he offers is objective, transparent, and aligned with their goals.

As a fiduciary, Chad is legally and ethically committed to putting his clients’ best interests first. His status as a CFP® means he has met rigorous education, examination, and experience requirements, upholding the highest standards of integrity in financial planning.

For clients, this translates to:

•    Objective guidance free from hidden agendas

•    Personalized financial strategies built around your unique goals

•    Transparency and accountability in every recommendation

With Chad, you can feel confident knowing your financial future is guided by trustworthy advice. He values building long-term relationships and takes pride in working one-on-one with families, individuals, and business owners to help them plan with confidence and navigate the complexities of wealth management.