Formula Wealth

Chad runs a boutique financial planning firm out of Fairhope, AL, serving families nationwide as a fiduciary financial advisor (no commissions or sales products), focusing on minimizing taxes and maximizing legacies from a multigenerational perspective. He is both a CPA and CFP® professional. His latest accomplishment is becoming a bestselling author with his book, The Inheritance Playbook – Helping Your Parents Pass the Torch, Not the Tax. As an expert in his field, his advice has been published in various outlets, including The Wall Street Journal, MarketWatch, and Yahoo Finance.