Simplify your journey
We are here to guide you each step of the way and serve as your compass. We specialize in comprehensive financial planning and provide customized investment portfolios designed for your plan.
Rexroad Retirement & Wealth Management | Financial planning & wealth management
Our Process
Your life is full of goals you want to achieve throughout your journey. Whether you are in retirement, nearing retirement, or decades from retirement, you have many decisions to make as you prepare for retirement. It can seem overwhelming—because it is!
When you work with Rexroad Retirement & Wealth Management, we are here to guide you each step of the way and serve as your compass. We have over 35 years of financial planning and portfolio management experience that were obtained serving thousands of people and small businesses across the country. We leverage our specialized experience and skills to provide you confidence in your plan and portfolio. Confidence for today, tomorrow, and the rest of your life.
Planning Phases
Your journey is comprised of different phases. Each phase has its own set of complex challenges. We focus on simplifying those challenges. Which phase are you currently in?
Potential Challenges
Building your comprehensive financial plan helps to account for the many challenges that affect the outcome of your journey. We begin with a conversation that is designed to not just understand these challenges but to prepare for their potential impact.
Planning Formula
This formula represents our comprehensive approach to "Simplifying Your Journey." We believe that a successful journey results from consistently following the formula.
Our Team
We are dedicated to following a disciplined approach to managing your comprehensive financial plan and portfolio. Together, we will select the most appropriate strategies to pursue your goals.
Rex Rexroad
Financial Advisor - CFP®, CIMA®, MSFS
Rex is an independent financial advisor who specializes in comprehensive wealth management and financial planning. He began his private practice in financial services in 1989. His passion is taking care of people and helping them achieve their goals.
Christian Hines
Executive Assistant
Christian is the executive assistant at Rexroad Retirement & Wealth Management and is responsible for many client-facing services such as appointment scheduling, communications management, and client administration.
Clay Rexroad
Financial Advisor - CPA
Clay joined Rexroad Retirement & Wealth Management in 2021 as the firm's second financial advisor. Prior to joining the firm, Clay worked in public accounting, where he specialized in financial services. Clay brought that experience to Wilmington, obtained further licensure and designations in financial planning and wealth management, and partnered with Rex. Together, they have a joint vision to provide service to clients that is unmatched.