Tim Farley, Jr., ChFC, CLU, ChSNC
All-in-One Financial Planning for Corporate Executives | Fiduciary
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Serving Clients Nationwide
All-in-One Financial Planning for Corporate Executives | Fiduciary
Areas of Focus
- Business Owners
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- High Net Worth
- Investment Management
- Legacy Planning
- Retirement Income Planning
- Tax-Efficient Planning
About Tim Farley, Jr., ChFC, CLU, ChSNC
Hi, I'm Tim Farley, Principal and Wealth Advisor of Tempo Wealth.I bring over 15 years of experience in the financial services industry. Based in Cleveland, OH, I'm a fiduciary advisor who specializes in holistic financial planning. My approach integrates investment management, tax strategies, and the optimization of employer retirement plans to help my clients maximize their financial opportunities—both now and in the future.
My practice focuses on serving the professional population, including those at stock-eligible levels at publicly traded companies, medical professionals, and families who have a loved one with special needs. I have deep expertise in all areas of executive planning, including RSUs, NQSOs and ISOs, deferred compensation plans, tax-efficient investment portfolios, and Net Unrealized Appreciation (NUA) strategies for concentrated company stock in a 401(k).
I earned degrees in Industrial-Organizational Psychology and Business from John Carroll University, where I developed a deep understanding of both human behavior and strategic decision-making—skills that continue to guide my client-first advisory approach.
I reside in Sharon Township with my wife Tammy, stepdaughter Madison, and our Doberman, Bruce. Outside of work, I enjoy traveling with my wife, staying active through fitness and golf, and spending quality time with family and close friends.
Professional Designations
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Chartered Special Needs Consultant (ChSNC)
Primary Location
6133 Rockside Road, Building II, Suite 400, Independence, OH 44131
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Whether you have a question, need support, or just want to learn more about Tempo Wealth, our team is here to help. Click the 'Book Intro Call' button above to get in touch. We look forward to speaking with you.Offers Investment Management
Yes
About Tempo Wealth
Tempo Wealth is a modern wealth management firm specializing in equity-driven planning for professionals at a diverse range of companies like Parker Hannifin, Progressive, SpaceX, Eaton, Sherwin-Williams, and more.Our clients want to make tax-smart decisions that align their total compensation—salary, benefits, and equity—with their idea of a great life.
Who We Serve
We work with professionals at all stages of their career, from rising professionals to C-suite executives. Tempo was formed to help individuals and families who have complex needs. While we have a specialty in working with current and former executives at publicly traded companies, complex planning isn't limited to this population; physicians, attorneys, founders, and private company executives have complexities within their financial lives that could make Tempo a great fit.
Our Philosophy
At Tempo, our commitment to objectivity through fiduciary advice is the foundation of our firm. We combine big-firm experience with boutique-level service, and our team specializes in crafting tailored plans that align with each client's unique goals and philosophies.
We prioritize holistic, client-centered planning, and to ensure our clients receive the most informed advice, we collaborate with trusted specialists—including CPAs, estate planning attorneys, and independent property and casualty insurance experts.
Our team has grown to serve more than 900 households and manage over $1 billion in combined assets, drawing on more than 60 years of combined experience among our advisors.
Our Services
Our services include financial planning, portfolio management, and pension consulting, with particular depth in equity compensation strategies such as RSUs, ISOs, SARs, LTIPs, and deferred compensation plans for executives at publicly traded and privately held companies.
Advisory services are offered through Tempo Wealth, LLC, an SEC-Registered Investment Advisor in the State of Ohio.
Education
John Carroll University, Industrial-Organizational Psychology; Business
Hobbies and Interests
- Family
- Golf
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Physicians
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