Three Decades of Excellence: With 30 years in the financial sector has been a pillar of strength in financial planning, offering personalized and comprehensive financial solutions.

Unique Diversification Strategy: Our firm excels in optimizing lifetime savings through a diversification model that adapts to individual client needs, ensuring financial resilience and growth.

Expansive Growth: In a dynamic phase of expansion, we are enhancing our services and extending our reach, now including South Carolina and planning to expand into neighboring states.

Broadening Regional Impact: Originally established in Northeast Ohio, our expansion into South Carolina is a stepping stone to further regional growth, aiming to bring our expertise to more clients across state lines.

Full Financial Planning Services: We offer a complete range of financial planning services, ensuring that every aspect of our clients' financial lives is comprehensively addressed and strategically managed.

Expert Tax Planning: Our tax planning services are designed to optimize our clients' financial efficiency, ensuring they benefit from effective tax strategies tailored to their unique situations.

Personalized Asset Management: We specialize in individual asset management, providing clients with personalized investment strategies that align with their specific financial goals and risk tolerance.

Emerging and Established Business Support: Catering to both emerging enterprises and established businesses, we provide a variety of investment options to suit diverse financial needs.

Education and Non-Profit Involvement: Our role as a 403b provider for educational institutions and non-profits underlines our commitment to societal growth and financial education.

Comprehensive Employer Services: We manage 401k plans for companies with up to 1,000 employees, offering tailored investment and fiduciary services.

Independent, Aligned with Client Goals: As a fee-only Registered Investment Advisor, our goals are aligned with those of our clients, ensuring unbiased and focused financial advice.

Experienced Professional Team: Our team of experts has deep knowledge in financial products and strategies, delivering maximum benefit and protection to our clients.

Building Trust and Long-Lasting Relationships: Our commitment to trust and enduring relationships with clients is the cornerstone of our long-standing success.

Innovative Marketing and Lead Generation: Our advanced marketing strategies and lead generation systems ensure continual growth and an expanding market presence.

Partnerships with Chambers of Commerce: Collaborating with multiple chambers of commerce enhances our community ties and widens our network, facilitating a diverse and robust client base.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred