Dedrick Adell is the Founder of Holistiq Planning, a financial planning firm created to help individuals, families, business owners, and professionals bring greater clarity, purpose, and strategy to their financial lives. He entered the financial services industry with a passion for helping people make better decisions with their money, protect what matters most, and align their wealth with their values, goals, and long-term vision.
Dedrick is a thoughtful strategist, educator, and planner who believes financial planning should go beyond investments alone. His approach is built around helping clients understand how every part of their financial picture works together, including retirement planning, investment strategy, tax-aware planning, insurance protection, business owner strategies, estate coordination, and legacy planning. Through Holistiq Planning, Dedrick helps clients move from financial confusion to financial clarity by creating personalized strategies designed to support both present-day decisions and future goals.
As the creator of several planning frameworks, including purpose-driven and tax-aware planning processes, Dedrick is committed to making complex financial concepts easier to understand. He works closely with clients to help them identify blind spots, organize their financial priorities, and build a roadmap for long-term financial confidence. His mission is to help clients understand that their wealth has purpose and that every dollar should be positioned with intention.
Dedrick takes great pride in listening to his clients and understanding what truly matters to them. He believes effective financial planning begins with trust, communication, education, and a clear understanding of each client’s personal story. Whether working with retirees, high-income professionals, business owners, or families building generational wealth, Dedrick seeks to provide guidance that is practical, values-based, and centered on the client’s best interest.
Through Holistiq Planning, Dedrick Adell is dedicated to helping clients plan purposefully, live wisely, and build wealth with clarity, confidence, and meaning.