Veteran Financial Planning · Weddington, NC

You Served with a Mission. Your Money Deserves the Same Command.

Veteran financial planning that turns your benefits, transition, and retirement into one clear plan — built by someone who's lived it, not just studied it.

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See the process first → 5 minutes, no form
Army Green Beret · CFP® · Fee-only fiduciary · No products, no commissions
The Transition Is Hard Enough

Civilian advisors don't speak military.

Your pension, TSP, VA disability, and survivor benefits don't fit a cookie-cutter plan — and most advisors have never had to understand them. That gap costs veterans in four ways.

Benefits left behind
TSP, pension, and VA benefits no one coordinates.
A rocky transition
Moving from a steady paycheck to civilian income.
Tax surprises
Not knowing what's taxable — and what isn't.
Family unprotected
Survivor benefits and estate gaps left unplanned.
Meet Your Guide

An advisor who's been in your boots.

Nick is an Army Green Beret turned fee-only fiduciary who plans for veterans and military families full-time. He's navigated the transition himself — and he'll translate your benefits into a plan that actually fits your life.

Army Green Beret
CFP®
Fee-Only Fiduciary
Weddington, NC
Built Around Your Service

Everything your service earned, coordinated into one plan.

The pieces most advisors miss — pulled together into a single plan built around your benefits and your timeline.

Military Benefits Planning
TSP, pension, SBP & VA benefits, coordinated.
Transition Planning
From service paycheck to civilian income.
Retirement Income
Make your benefits and savings last.
Tax Strategy
Know what's taxable — and keep more.
Investment Management
Built around your timeline, not a template.
Family & Estate Protection
Survivor benefits and a legacy that's secure.
How It Works

Three steps to a plan that fits.

1
Tell us where you are
A straight conversation about your service, benefits, and goals.
2
Get a plan that fits
Benefits, taxes, and retirement coordinated into one clear plan.
3
Move forward with confidence
Clarity, accountability, and an advisor who picks up the phone.
What Veterans Say

Real feedback from veterans & military families.

★★★★★
"Nick constantly updates us and provides feedback on opportunities. He cares about our personal wealth in accomplishing our life objectives. He brings the sense of duty and honor he received in the military to his profession as a financial advisor."
Edward N.
Google Review
★★★★★
"His proactive approach has been a game changer. His advice has helped us grow our investments significantly, all while providing us with peace of mind about our financial future."
Rafael R.
Google Review
★★★★★
"They took the time to understand my financial goals and provided clear, actionable advice tailored to my situation. I highly recommend Nick to anyone looking for reliable, knowledgeable guidance."
Mike S.
Google Review
★★★★★
"I've known Nick since 2019, having served in the military with him. There's never been a moment I felt unsure or pressured — I know he always has my best interests at heart."
Matt R.
Google Review
★★★★★
"Every question I've had has been answered and every worry has been put at ease. Planning my investments and financial goals with Nick was the best thing I could have done for my family."
Cody S.
Google Review
★★★★★
"He provided useful insights for me when I was transitioning out of the Army that I would've otherwise missed. Nick gave us peace of mind with his custom-built analytical tools and forecasts."
John M.
Google Review
★★★★★
"His proactive approach has been a game changer. His advice has helped us grow our investments significantly, all while providing us with peace of mind about our financial future."
Rafael R.
Google Review
★★★★★
"They took the time to understand my financial goals and provided clear, actionable advice tailored to my situation. I highly recommend Nick to anyone looking for reliable, knowledgeable guidance."
Mike S.
Google Review
★★★★★
"I've known Nick since 2019, having served in the military with him. There's never been a moment I felt unsure or pressured — I know he always has my best interests at heart."
Matt R.
Google Review
★★★★★
"Every question I've had has been answered and every worry has been put at ease. Planning my investments and financial goals with Nick was the best thing I could have done for my family."
Cody S.
Google Review
★★★★★
"He provided useful insights for me when I was transitioning out of the Army that I would've otherwise missed. Nick gave us peace of mind with his custom-built analytical tools and forecasts."
John M.
Google Review

Your next mission: financial confidence.

The first conversation is free. Talk with an advisor who served.

Book a Call with Nick
Book a Call

Who would you like to meet with?

Both offer a free, no-pressure first conversation — no charge, no obligation.

Sean Williams
Sean Williams
Principal & Lead Advisor
Business owners, retirement income, and exit planning.
Schedule with Sean →
 Nick O'Kelly
Nick O'Kelly
Director of Financial Planning
Financial planning and veteran & military families.
Schedule with Nick →
Not sure who's the right fit? Either one can point you in the right direction.