Financial advisor and new client talking over coffee about starting her financial journey.

When you first

START

Piggy Bank with dollar sign
Clipboard with pen and dollar sign
sunbathing with dollar sign

LET'S TAKE THE JOURNEY TOGETHER

Whether you are just starting out, setting financial goals, or making plans for your retirement, having a "good fit" with a financial advisor is just as important as having the right financial road map. Reach out and see if we're a good match for you.

DEDICATED TO OUR CLIENTS' FINANCIAL NEEDS

At Chénard Wealth & Advisory, our clients are more than just a number and we are dedicated to supporting their financial needs. Read more about what we do for our clients.

bar graph increasing and dollar sign
INVESTMENT
MANAGEMENT
Calculator and dollar sign
TAX PREPARATION
Dollar sign under umbrella
INSURANCE
PLANNING
Woman and dollar sign
CPA CONSULTATION

Every Journey Begins with One Step.

Choose Chénard Wealth and Advisory as Your First Step.

Get In Touch