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Financial Advisor   

$400,000 AUM | $10,000 GDC in Painesville, OH

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Painesville, OH, US
12 Month Gross Revenue
$10,000
Number of Accounts
5
Avg Client Age
35

Overview

I began my Fee-Only financial planning practice in 2014 in Texas. In 2017, We moved to Ohio and retained clients and office base in Texas while expanding in OH.

We believe in the value of financial planning and put our client's financial goals at the center. Financial planning is a process and not a product, therefore, sales are not our purpose.

We are fiduciaries with our client's best interest first, always.

We help clients to make informed decisions and offer knowledgeable advice about their whole financial picture to bring their financial world into focus.

 
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