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Our Services

Coordinated retirement, investment, tax, estate, and wealth management from an independent firm led by a CFA® charterholder and CPA. Explore how we help individuals and families in Brentwood, TN and Zionsville, IN find their financial rhythm.

Schedule a Consultation Call 615-745-3653
CFA® and CPA Dual-credentialed advisor
Two Offices Brentwood, TN and Zionsville, IN
Independent No product quotas
Tax-Aware Planning and preparation in house

A Coordinated Approach to Every Part of Your Plan

Most people do not need a single product. They need the pieces of their financial life working together: investments matched to their goals, a retirement income plan they can rely on, a tax strategy that keeps more of what they earn, and an estate plan that protects the people who depend on them. At Cadence Wealth Advisors, we bring those pieces into one coordinated relationship rather than leaving them scattered across separate providers.

We serve clients from two offices, in Brentwood, TN and Zionsville, IN. Because Tyler Dicke is both a Chartered Financial Analyst and a Certified Public Accountant, investment analysis and tax awareness are part of the same conversation. Use the sections below to explore each core service, then visit the page for your market to see how we work locally.

Why a Coordinated Plan Matters

When your services are managed together, each decision supports the others. A plan built one piece at a time can leave gaps that quietly cost you over the years.

One Plan, Not Many

Investments, retirement, tax, and estate strategy reinforce one another when they are managed in a single relationship instead of working at cross purposes.

Taxes Touch Everything

What you keep matters as much as what you earn. Weighing the tax impact of each decision, with a CPA in the room, can help your plan work harder over time.

Independence Adds Objectivity

As an independent firm without product quotas, our recommendations are guided by what fits your goals rather than a sales target.

Local in Two Markets

You meet with a local team in Brentwood or Zionsville who knows your community, not a call center that rotates you between representatives.

What We Do

Five core services, coordinated in one relationship. Select any service to learn more, or jump to the page for your market below.

Retirement Planning

A clear plan for the income you will draw on later, coordinating taxable, tax-deferred, and tax-free accounts so your money lasts through retirement.

Investment Management

A diversified portfolio matched to your goals, time horizon, and risk tolerance, with ongoing review and rebalancing as conditions change.

Tax Planning

Guided by an advisor who is also a CPA, we look for opportunities to reduce what you owe and coordinate tax decisions with the rest of your plan.

Estate Planning

Coordination with your attorney and CPA to help protect the people who depend on you and pass on what you have built with intention.

Wealth Management

The full relationship in one place, bringing investing, retirement, tax, and estate strategy together under a single, coordinated plan.

Coordinated Around You

Every service above is delivered by the same local team, so the parts of your plan stay connected rather than fragmented across separate firms.

Explore Our Services by Location

We work with clients from two offices. Visit the page for your market to see how each service is delivered locally, with the addresses, communities, and contact details for that office.

Tennessee

Services in Brentwood, TN

Retirement, investment, tax, estate, and wealth management for clients across Williamson County and the greater Nashville area.

View Brentwood services Indiana

Services in Zionsville, IN

The same coordinated services for individuals and families in Zionsville and the surrounding Boone County and northwest Indianapolis communities.

View Zionsville services

Why Families Work With Us

Choosing who guides your financial decisions is a decision about trust. Our value comes from experience, independence, and a coordinated approach that keeps investing, tax, and retirement strategy working together.

We are a local firm with offices in Brentwood, TN and Zionsville, IN, so you get a personal relationship and meet with an advisor who knows your goals face to face.

  • Dual-Credentialed as a CFA® and CPA

    Your advisor holds the Chartered Financial Analyst designation and is a Certified Public Accountant, bringing investment analysis and tax awareness to the same conversation.

  • Independent and Objective

    As an independent firm, we are not tied to product quotas. Our recommendations are guided by what fits your goals.

  • Serving Two Markets

    With offices in Brentwood, TN and Zionsville, IN, we work with clients across Middle Tennessee and central Indiana, and we meet with you in person.

  • Coordinated, Long-Term Advice

    Investments, retirement, tax, and estate strategy managed together, so the parts of your plan reinforce one another rather than working separately.

Tyler Dicke, CFA, CPA

Tyler Dicke, CFA®, CPA

Wealth Advisor

An advisor since 2020, Tyler began his career in accounting and later earned the Chartered Financial Analyst designation while working alongside attorneys, CPAs, and global investment managers. As a CPA and CFA charterholder, he integrates investment strategy with tax awareness and long-term planning for individuals and families.

Start a Conversation With Cadence Wealth Advisors

Not sure which service fits your situation? That is exactly what a first conversation is for. Schedule a time online or call, and we will talk through where to begin.

Schedule a Consultation Call 615-745-3653

Frequently Asked Questions

Straight answers to what people ask us most about our services and getting started.

What Services Does Cadence Wealth Advisors Offer?

We offer five core services: retirement planning, investment management, tax planning, estate planning, and wealth management. They are delivered together in one coordinated relationship rather than split across separate providers, and led by an advisor who is both a Chartered Financial Analyst and a Certified Public Accountant.

Do I Have to Choose Just One Service?

No. Many clients start with one need, such as retirement or investment management, and add other services over time. Because everything is managed in one relationship, the parts of your plan stay coordinated as your situation changes.

Where Are Your Offices Located?

We have two offices: one in Brentwood, TN at 1616 Westgate Circle, #230, and one in Zionsville, IN at 7379 S. Ford Rd. Visit the services page for your market to see the communities we serve locally and how to reach that office.

What Makes Cadence Wealth Advisors Different?

We are an independent firm, and our advisor is dual-credentialed as a Chartered Financial Analyst and a Certified Public Accountant. That combination means investment strategy and tax awareness are considered together in the same conversation, rather than handled by separate providers.

Do You Have an Account Minimum?

Fee structure and account minimums vary based on the services you need. The best way to understand what applies to your situation is to contact the firm directly and start a conversation.

How Do I Get Started or Schedule a Consultation?

The quickest way to begin is to schedule an appointment online. You can also call the Brentwood office at 615-745-3653, the Zionsville office at 317-450-8139, or email hello@cadencewa.com.