778 Northwest Blvd.,
No. We serve people who believe in long-term relationships, building wealth, and are kind. That has no boundaries.
No. We offer a fifteen-minute discovery call as well as an initial meeting free of charge.
Working seven years at STRS and paying into OPERS was the start. We continued to build the right team to cover all Ohio public systems offering over twenty years of experience working with Ohio public employees.
We find we can be most valuable to people with investment assets of at least 250K. Crafting a comprehensive financial strategy tailored to each client is a very time-intensive process.
We partnered with Cetera Advisors, who has been working with independent advisors for nearly 40-years to bring state-of-the-art financial planning and security to every client. We offer each client a secure portal to view their investment accounts, statements, and financial plans in one simple, easy-to-understand dashboard. All accounts are covered by SIPC coverage.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. All CFP’s are committed to their fiduciary role.
The CRPSTM designation enables financial advisors to demonstrate their experience in understanding retirement plans, IRAs, SEP, SIMPLE, 401(k), and defined benefit plans. It also includes training with non-profit and government programs, qualified and IRA distributions, plan design, installation, administration, and fiduciary issues.
We believe in a simple, disciplined, and thorough process to managing client assets. Our clients understand what they own and why. We take an evidence-based approach that involves strategic asset allocation, manager selection, ongoing monitoring, and rebalancing.
We charge a fee for the services we provide. Our price ranges between .75-1.2% for the asset we manage. We do not charge an additional fee for comprehensive financial planning.
Schedule a no-cost 15-minute phone call to find out how we can help!