Values-Based Financial Planning
Navigating Your Wealth with Integrity and Purpose
—Always Centered on You
Comprehensive Wealth Management
Life Transitions
Expert guidance through pivotal life changes—career shifts, retirement, or loss—helping you move forward with confidence and financial stability.
Financial Planning
Customized strategies for wealth accumulation, risk management, and retirement—ensuring lasting financial security and growth.
Divorce Settlement
Navigate the complexities of divorce with clarity and confidence. We help you achieve a fair settlement, addressing asset division, taxes, and long-term financial security.
Employer Benefits
Gain clarity on your employer benefits to make informed, strategic decisions that align with your long-term financial goals.
About The Capeloto & Hedrick Co
At The Capeloto & Hedrick Co, we blend decades of experience, deep personal insight, and a commitment to guiding you through life’s most significant financial journeys. Whether you’re navigating career transitions, family changes, or the challenges of divorce and beyond, we’re here to provide clarity, compassion, and a comprehensive strategy tailored to your unique needs.
Meet the Team
Together, as The Capeloto & Hedrick Co, we merge our individual strengths and philosophies into one unified, comprehensive approach.
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FounderMy name is Tony, and I’m the heart and mind behind our unique approach to financial planning. My career in finance began at Wells Fargo, where I built a strong foundation in financial advisory. My passion for investing led me into the dynamic world of technology and finance, serving as a software developer and equity research analyst at a startup quantitative investment fund, and later deepening my expertise at Canalyst (acquired by Tegus).
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FounderI’m Betty Hedrick, and I bring over 30 years of experience in managing investments and guiding clients through the intricacies of financial planning. My career began in 1984 in the commodity and futures markets, and by 1986 I had transitioned to running my own firm. This early experience taught me not only about risk but also about opportunity, prudence, and the inner workings of the financial markets.
Our Combined Commitment
Together, we provide a holistic approach to financial planning. We recognize that life is multifaceted and that financial decisions are rarely isolated. Our integrated strategies are designed to empower you through all stages of life—ensuring that every decision, from everyday budgeting to navigating major transitions, is aligned with your unique values, goals, and circumstances.
Personalized Planning: We start by listening. Your story guides every recommendation we make.
Comprehensive Services: Our expertise spans traditional wealth management, retirement planning, investment strategies, tax and estate planning, and specialized divorce financial planning.
Integrity & Empathy: We build our relationships on trust, transparency, and a genuine desire to help you succeed—no matter what life brings.
At The Capeloto & Hedrick Co, our goal is simple: to be your trusted advocate and guide, ensuring that you not only achieve financial stability but also live a rich and fulfilling life.