Travis Reader, CFP®
Financial Advisor
Travis is passionate about helping individuals navigate major life transitions with greater clarity and confidence. He enjoys helping clients simplify financial decisions, create a path forward, and regain a sense of control during periods of change.
Frequently Asked to Help With
- Divorce & Life Transitions
- Retirement Readiness
- Cash Flow Planning
- Tax-Aware Planning
- Financial Organization & Decision-Making
Credentials & Experience
CFP® Professional
11+ Years Experience
Fee-Only Fiduciary
A complimentary introductory call to discuss your goals, questions, and priorities.
Recent Insights from Travis
The Hidden Costs of Low-Tax States
Travis Reader examines why moving to a state with no income tax doesn’t always lead to lower overall taxes and highlights the factors retirees often overlook.
Creating Reliable Retirement Income Without a Pension
Travis explains how retirees can turn savings into a dependable income stream and build confidence in their retirement spending strategy.
Why Travis Reader Doesn't Automatically Dismiss Insurance
Many fee-only advisors are skeptical of insurance products. Travis Reader explains when insurance can play an important role in a financial plan and when it may not be necessary.
Outside the Office
When he’s away from the office, Travis enjoys spending time outdoors with his family, staying active, and keeping up with their energetic German Shorthaired Pointer, Sturgill.
People who know Travis often describe him as someone who genuinely cares about the whole person, not just the financial situation in front of him. Whether working with a client through a major life transition, helping someone regain confidence after a difficult period, or simply listening to what’s most important to them, he believes meaningful financial planning starts with understanding the individual behind the numbers.
That perspective extends well beyond the office and continues to shape the relationships he builds with people every day.
Sometimes It Helps to Have Someone in Your Corner.
Financial decisions can feel overwhelming, especially during periods of change. Travis enjoys helping people make sense of their options, gain clarity, and move forward with greater confidence.