Overview

We are an independent, hybrid financial planning firm affiliated with one of the top independent RIA's in the country. Our insurance based business started in 2015 and most of our securities work was parceled out to other independent advisers for the first few years of being in business. In 2022 we opened our securities firm and have added approximately $20m in assets over the past year and a half. Currently, we have offices in both Ohio and Michigan and we specialize in comprehensive financial planning with expertise in asset accumulation, protection and retirement distribution strategies. The owner is also a seasoned estate planning attorney and our services typically include updating and/or revamping client's legal documents to coincide with changed needs and goals. Independent of our securities business, our insurance agency business regularly sells $8-10m per year in fixed index products and life insurance.

We are interested in attracting books of business that fit our business model. Specifically, fee-based managed money and mutual fund portfolios. Merger opportunities are available for producers seeking a turn-key office infrastructure with staff, technology and transition assistance. Competitive payout as well as succession planning available. Please reach out to us to start a conversation.

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