Our legacy is
preserving yours.

A virtual Wealth Management firm, providing expert advice.

labadie financial proudly featured in

our services

A retirement planning expert to your legacy.

Our focus is on growing and maintaining trust with each of our clients. We are committed to utilizing cutting-edge technology that will make your financial plan more effective and efficient.

Retirement Planning

wealth management

financial services

meet our founder
"My mentors paved a path to success for me by sharing their expertise. Labadie Financial was created with this legacy in mind."

our process

1. Earn Trust

Being referred to us creates a sense of implied trust. We explore values to determine if a mutually beneficial relationship can be created.

2. Seek to Understand

Clearly defining your risk tolerance is at the forefront of creating a customized plan. We utilize behavioral and financial risk assessments to precisely match your feelings about risk to your portfolios actual risk.

3. Planning opportunities

Developing a customized plan that encompasses your goals and risk profile, presented in a concise manner, and monitored routinely to ensure we never lose sight of what’s most important to you.

Labadie Financial conducted a 2023 client survey and came back with the below results!

4.8/5 Effectiveness of Services
4.8/5 Communication & Professionalism
check out our events calendar
Check out our upcoming webinars presented by Labadie Financial. 2022 dates TBD soon!
Benefits of Virtual


Meet, plan, and review in the comfort of your home, office, or vacation spot. If you move, we will be there too.

location, location, location

Choose your expert that is best suited for your needs. Gone are the days of being limited to an expert in your geographic area.


Eliminating office overhead affords us the luxury of focusing on technology enhancements that benefit our clients.