Ready to wind up your plan?

310 Wealth Planning is proud to be a sponsor of the Homeschool Performing Arts production of The Clockmaker’s Daughter.

Learn more about 310 Wealth below.

Why 310 Wealth exists…

At 310 Wealth, our mission is to advocate for financial clarity for business owners and their families. We take the time to understand your unique needs, offering guidance that aligns with your family’s vision for the future.

Financial planning is so much more than just a portfolio, an investment, or a life insurance policy. Rather than simply telling you what to do with your money, we focus on helping you gain clarity around your finances. From here, we empower you to be able to make the decisions that will have future you thanking current you.

Learn about our process

What’s up with the logo?

Meet the founder

The professional:

Education: Cornerstone University (B.S. Finance, B.S. Marketing)

Designations: CERTIFIED FINANCIAL PLANNER (CFP®), AAMS®, Series 65, Series 7, Series 63, Life and Health licensed

Industry experience: 4 years

Favorite financial tool: Roth IRA

StrengthsFinder: Restorative, Futuristic, WOO, Individualistic, Communication

Myers Briggs: ENFP

The personal:

Family: Married to Natalie since 2021, father since 2023

Life verse: “and Jesus grew in wisdom and stature, and in favor with God and with man.” – Luke 2:52

Hobbies: Fishing (duh), pickleball, raising chickens, hunting, piano, guitar, and the occasional round of golf

Favorite chore: Tending our wood-burning stove

Least favorite chore: Chasing our goose into the coop at night

Pets: 1 dog (Paisley), 1 cat (Chug), 1 goose (Goose), and between 0 and 50 chickens (depending on the time of year.)

Some more family photos

      EXCELLENT  
   Based on 8 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Steve D 
 January 6, 2026
 
 
 Trustindex verifies that the original source of the review is Google. I love working with Caedmon! He is knowledgeable and helpful but so much more than that - He cares about me, my family, and my future. This is what sets him apart.
  
 
      Posted on Google  
   
   Grady S 
 December 31, 2025
 
 
 Trustindex verifies that the original source of the review is Google. My wife and I couldn’t be happier with the service we have received from 310 Wealth Planning. I’m at best a novice investor and most certainly less than trusting when it comes to someone handling my money. Caedmon made us both feel at ease and confident about the direction in which we are going. Very thankful!!!
  
 
      Posted on Google  
   
   Kim R 
 December 11, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Caed came to my Dad's house, was friendly and courteous, listened and clarified what he heard. He gave us some good advice and we're very pleased to have met with him!
  
 
      Posted on Google  
   
   Heath T 
 November 12, 2025
 
 
 Trustindex verifies that the original source of the review is Google. I’ve had an amazing experience with 310 wealth planning. Caedmon walked me through everything and has been extremely attentive and informative. Highly recommend!
  
 
      Posted on Google  
   
   Jonah B 
 July 21, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Caedmon at 310 Wealth went above and beyond to resolve a $75 fee issue created by a third party. His attention to detail and client first approach was a game changer. I highly recommend his services for anyone looking for a financial planner!
  
 
      Posted on Google  
   
   Austin M 
 February 10, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Caed takes a clear, personalized approach to the work he does for himself AND others, and this makes him truly unique. Caed is kind, listens intently to everything you have to say, is easy to talk to, has great attention to detail, and, most importantly - does what he says he is going to do. He is a true professional who cares about the people he works with, and he provides practical & tactical advice that’s easy to implement. If you are a business owner (or any business professional for that matter), who is seeking financial clarity & a solid strategy, I highly recommend that you reach out to Caed & have a conversation.
  
 
      Posted on Google  
   
   Lukas G 
 September 26, 2024
 
 
 Trustindex verifies that the original source of the review is Google. Very Impressed with 310 Wealth Planning. I appreciate the intentionality, transparency, and communication I have received while working with Caedmon. His professional opinion gives me an immense amount of clarity and sense of financial accomplishment. Through working with Caedmon I realized how much better off I am financially both now and in the future, and all it took was a couple of tweaks and explanations by Caedmon. I highly suggest you use his services and pick his brain on any financial topic. These kind of situations only get solved when we take action and my first action step suggestion would be to reach out to Caedmon and see how he can help you.