Candela Financial

Overview

Candela Financial is an Ohio-based independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops. It identifies itself as a capital allocator and uses fee arrangements that include a percentage of assets under management plus hourly and fixed-fee engagements. Candela Financial reports that it is not an active ESG investor and does not operate as a multi-state adviser or pension consultant. Its advisory offering emphasizes working with clients directly on planning and portfolio construction while engaging external managers or advisers as part of its selection services.

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Location & Offices