ScholarFi Inc.
Welcome

ScholarFi Inc. provides select clients with truly objective investment and financial advisory services for reasonable fees.  


Our services are geared to individuals, families, and trustees of private trusts.

ScholarFi Inc.'s principal advisor is Ron A. Rhoades, JD, CFP®
  • One of Investment Advisor magazine's "Top 25" Most Influential Persons for the Advisory Profession
  • Recipient of the 2011 Fiduciary of the Year Award, by the Committee for the Fiduciary Standard
  • Assistant Professor and Curriculum Coordinator at Alfred State College, Personal Financial Planning Program
  • Board of Directors, National Association of Personal Financial Advisors.
View Dr. Rhoades's curriculum vitae here.

ScholarFi Academy.  Professor Rhoades provides a variety of resources for faculty, students, investment advisory and financial planning practitioners, and the general public at the related website, ScholarFi Academy (currently under development).

 

Our Code of Ethics

ScholarFi Inc. and its employees shall always:

·      Act as a fiduciary at all times - i.e., in the best interests of each and every client, always

·      Act with integrity and dignity when dealing with clients, prospects, team members, and others

·      Strive to maintain and continually enhance our high degree of professional education regarding Modern Portfolio Theory, strategic asset allocation, and financial, tax, estate, and risk management planning

·      Seek at all times to preserve our firm’s independence and to maintain our complete objectivity with respect to our advisory services and each recommendation made to our clients

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