Ron Rhoades (CFP®, JD)

Ron Rhoades focuses in the
following client markets or areas of practice:

Baby Boomers

Corporate Executives

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

* Retirement Planning * Planning for Executives * Trust and Endowment Prudent Investment Management * Estate Planning

Additional Information

Ron A. Rhoades, JD, CFP® is an Associate Professor of Finance and Director of the Personal Financial Planning Program, at Western Kentucky University. For his teaching excellence, he has received several awards, including the Gordon Ford College of Business Faculty Fellow Award for Innovations in Teaching (2023) and the Faculty Award for Teaching (2020). He teaches, or has taught, courses in Personal Finance, Applied Investments, Advanced Investments, Retirement Planning, Estate Planning, Money & Banking, Principles of Finance, Business Law I and II, Legal and Regulatory Aspects of Personal Financial Planning, and Financial Plan Development (capstone).

Ron has been an investment adviser since 2001, and a Certified Financial Planner since 2005. He currently serves (as of mid-2023) approximately 20 clients (plus family members) and advises upon approximately $28 million of financial assets.

Dr. Rhoades is the author of several books, as well as hundreds of articles and blog posts. His blog can be found at: https://ronrhoades.com/. Ron has spoken at numerous conferences of financial and investment advisers.

Ron also serves as an estate planning and tax attorney (Member, The Florida Bar) for a select group of clients.

Ron is also a nationally known expert on fiduciary law as applied to financial services. He is frequently quoted in national media. He has received awards for his advocacy in Washington, DC, including the “Tamar Frankel Fiduciary Award” from the Institute for the Fiduciary Standard (2020) and the “Fiduciary of the Year Award” from The Committee for the Fiduciary Standard (2011).

Ron’s fee-only, fiduciary investment advisory firm, Scholar Financial, LLC is now accepting new clients. To learn more, please visit https://ronrhoades.com/clients/