Michael Walstedt, CFA

I am the founding advisor of Reliant Wealth Advisory, a fee-only fiduciary independent investment advisor based in Hoboken, New Jersey. My mission in launching this firm was to pair a deep passion for financial markets with helping others create a better future for themselves.

Prior to founding the firm, I made a living trading financial markets. While it was a profitable endeavor, I wanted to apply my experience in a way where I could truly make an impact on the lives of those around me. Building a firm centered around cultivating deep relationships and striving for meaningful client outcomes ultimately felt like the right next step.

I am a Chartered Financial Analyst (CFA), which is widely regarded as the most rigorous credential in finance, emphasizing investment analysis, portfolio management, ethics and risk management. I passed all three levels in the 90th percentile on my first attempt, and earned my charter in 2023.

I hold a bachelor’s degree in accounting from Rutgers Business School, and prior to trading financial markets for a living, I worked at US Bank & Emigrant Bank.

At the core of my approach is the belief that working with an advisor isn’t just about managing your investments. It also includes

• Identifying tax planning strategies that can help you save more of what you have earned

• Getting clarity on whether you can retire comfortably

• Knowing who/where your assets will pass on to

• Navigating the emotional realities of investing

This kind of partnership helps you not only plan for life events, but also respond to the unplanned. We understand that everyone’s situation is unique, and that’s why all of our plans are personalized for your specific situation. Every portfolio and plan is built with intention.

Outside of work, I can be found adventuring with my wife Allie around the streets of Hoboken or NYC, or somewhere on the beach at the Jersey Shore. We love to live a healthy lifestyle, travel the world and spend quality time with family.