We take the time to understand you, ensuring every step of your personalized wealth management plan is tailored to you, your family, or your company.
Our Approach
You deserve an extraordinary experience. Our team is here to provide it. We're committed to year-round communication, advising on matters beyond investments, and focusing on every detail of your financial journey.
Discover & Understand
Our first meeting is all about understanding where you are now, where you want to be tomorrow, and what’s most important to you.
Share & Inform
After reviewing your information, we'll highlight what's working and what needs attention. Then, we'll provide clear steps to show how we can add value to your current situation and help you reach your goals.
Implement & Carry Out
We’ll implement your already established financial plan, explore investments that suit your risk tolerance, and work in partnership with other pillars of advice such as CPAs, attorneys, and investment bankers for an all-encompassing approach to managing your wealth.
Ongoing Relationship & Guidance
We’ll systematically schedule reviews and progress reports to see if there’s any changes in your life, the overall marketplace, or the economy that may require adjustments to your plan.
A Full Team Focused on You
As our client, you’ll have a dedicated team of wealth management professionals and client service associates with over 100 years of combined industry experience. You’ll benefit from our collective expertise and comprehensive support. We enjoy working together, and we believe you’ll enjoy working with us, too.
Tailored Financial Plans
We craft financial plans and investment portfolios to your unique life, goals, future, and family. The extra mile is worth it for both you and us because it ensures a stable, flexible, and thriving financial future.
FAQs
Based in Akron, OH, we serve clients in 43 states and have physical offices in Akron, OH, Boardman, OH, Hermitage, PA, and Greensburg, PA. Can’t make it to an office? We provide 100% remote services via phone or Zoom.
- 3680 Embassy Pkwy, Suite A, Akron, OH 44333-8375
T: 330.564.1700
- 463 Brush Run Road, Suite 200, Greensburg, PA 15601
T: 724.727.9653
- 725 Boardman-Canfield Rd, Bldg I, Boardman, OH 44512
T: 330.564.1700
Monday–Thursday: 8:00AM – 4:30PM EST
Friday: 8:00AM – 4:00PM EST
Closed on all U.S. holidays observed by NYSE markets.
Our clients value personalized financial strategies and a team that truly understands them. Whether it’s retirement, investments, or life transitions, we tailor our services to your specific goals and circumstances. We work with a wide range of individuals, families, businesses, institutions, and trusts.
Achieving your long-term goals starts with a plan that reflects you. We invest time into understanding your unique needs, ensuring every detail of your strategy is customized for you, your family, or your business.
We’ll meet in-person, virtually, or by phone at least once a year to review your plan. Between routine planning, we’ll provide updates and recommendations as opportunities arise. You’ll receive monthly information and resources from our team and invitations to special events. You’re always welcome to reach out to us any time, free of charge.
Our advisors and team prioritize ongoing learning and industry credentials, so we can offer the most relevant and impactful financial advice.
Our professional designations include:
- Certified Financial Planner (CFP®)
- Certified Exit Planning Advisor (CEPA®)
- Chartered Retirement Planning Counselor (CRPC)
- Chartered Retirement Plans Specialist (CRPS)
- Accredited Asset Management Specialist (AAMS®)
- Accredited Investment Fiduciary (AIF®)
- Master of Business Administration (MBA)
- (PRP)
- Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®)