SIDOXIA'S STORY
The greatest leaders and innovations in history have been created with the help of optimism. Our firm name, Sidoxia, is inspired by the Greek word for optimism. For every problem there is a corresponding opportunity and solution. Sidoxia was established to fill a void in the financial services marketplace for independent, client-driven advice that is free of conflicts.
Sidoxia was founded by Wade W. Slome, CFA®, CFP® in 2008 in Newport Beach, California. Having managed a $20 billion mutual fund and worked in the industry for more than thirty years, Mr. Slome’s extensive experience and credentials allow him to provide institutional-quality service to all clients.
The optimistic theme underlying Sidoxia’s name also stems from Mr. Slome’s older brother, who earned an academic award for being the “Most Optimistic” before he succumbed to complications related to his mental illness.
Investing
Proprietary Investment Process Utilizing Low-Cost, Long Term, Tax Efficient Strategies
Financial Planning
Independent, Fee-Only Fiduciary We'll Get You From A to B and Everywhere In-between
401(k) Retirement Services
Superior Savings and Tax Deferral Strategies for Owners and Their Employees
Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement
We have lived through an endless number of scary headlines in our lifetimes. These are all interesting and important questions, but preparation for retirement is much more important than panicking over issues you have no control over.
Air Bags Deployed to Cushion Bank Crashes
Market participants are still worried about a possible recession crashing the economy later this year, but hopefully last year’s stock market collision and subsequent banking airbag protections put in place will protect against any further financial pain.
From Hard Landing to Soft Landing to No Landing?
Although, currently, there are many financial crosswinds swirling, the good news is that in the near-term, the economy has been maintaining its elevation and there is no imminent sign of a hard landing.
Recession Fears Reign Supreme, Stocks Gain Steam
Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year.
