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VENTOUX FINANCIAL ADVISORS, LLC

Welcome to Ventoux Financial Advisors, LLC, a Registered Investment Adviser firm specializing in Investment Advisory and Financial Planning services. Financial success truly does depend on knowledgeable, experienced advice, and William J. Nedza, CFP™ has been in the financial industry over 30 years and has a vast knowledge base developed thru higher education, licensing, experience, and a determination to always have his clients in the best possible financial situation in which they can be. We encourage you to utilize the website Resources section to read articles and newsletters, utilize the calculators, download tax forms, and review terms in the glossary.

William J. Nedza is an Investment Adviser Representative with Ventoux Financial Advisors, LLC

Ventoux Financial Advisors, LLC is a registered investment adviser in Illinois and Florida.

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Client Brochure - SEC Form ADV Part 2A

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.

Videos

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Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

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Newsletters

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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