Cayden McLaughlin, CFP, EA
Helping 7-Figure Internet Entrepreneurs & Creators Build Wealth, Pay Less Tax, and Retire Early
Cayden McLaughlin, CFP, EA · Fort Lauderdale, Florida
Is this you, Cayden?
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About
I help business owners turn their entrepreneurial success into lasting wealth—without overpaying on taxes or guessing what to do next.
Most advisors either know investments or taxes, but rarely both. Before starting my firm, I worked at Fidelity Investments and Intuit TurboTax, helping 5,000+ households with their finances. I saw what breaks when planning and taxes don't coordinate, so I started WealthAdvisor365 to fix that gap.
I work with self-employed individuals who want clear answers about where their money should go, how much tax they should actually pay, and what happens when they're ready to step back. No fluff. No product pushing. Just integrated planning that accounts for how your business and personal finances actually work together.
Feel free to connect. Always happy to talk shop or point you toward someone better suited if I'm not the right fit.
Cayden W. McLaughlin, CFP®, EA Wealth Advisor & Tax Strategist Text Me: (954) 475-2490 [email protected]
Who they serve
- High earners
- Ultra high net worth
- HENRY (high earner, not rich yet)
- Executives
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
Services
- 401(k) & IRA Management
- Cash Flow Planning
- Exit Planning
- Financial Planning
- Investment Management
- Liquidity & Exit Planning
- Retirement Planning
- Tax Strategy
- Wealth Management
- Individual Tax Services
- Portfolio Management
Structured record
| Name | Cayden McLaughlin, CFP, EA |
|---|---|
| Firm | Cayden McLaughlin, CFP, EA |
| Location | Fort Lauderdale, Florida |
| Fee model | One-Time Financial Planning Fee · Subscription · Flat Fee/Retainer · Percentage of Assets (AUM) |
| AUM | Under $25M |
| Founded | 2023 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 · Other |
| Investment approach | Active management · Passive management · Blend of both |
| Website | wealthadvisor365.com |
| https://www.linkedin.com/in/caydenmclaughlin/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer