Overview

The Firm is an independent fee based RIA. One of only four Ohio RIA firms and 500+ Globally that is CEFEX certified with three (3) Accrediated Investment Fiducuciary's (AIF), providing Financial Planning, Customized asset allocation as a 3(38) Investment Manager for Individuals and Employer sponsored retirement plans.

Looking to expand and provide our Fiduciary Services through organic growth of existing client base and acquisition of other advisory firms willing to adopt a fiduciary approach to benefit their clients.

Market
RIA
Last Activity
within 3 months

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