What sets us apart is that our advisors are completely independent, each offering a unique approach to financial planning and wealth management. One thing that remains constant across the board is that we all seek to build long-term relationships with our clients.
Our firm’s staff is made up of many family relationships, and that level of loyalty to each other directly translates to how we treat every client. At the end of the day, we desire deep relationships built on trust and solid financial advice. Clients become like family.
For every customer - a financial future imagined, planned and secured.
We help our customers protect what they care about and provide independent, forward-thinking financial advice that aligns with our valued clients’ own goals and priorities.
Our team of independent advisors has more than 45 years of combined experience and education. Still, we never stop learning. Each year, we spend considerable amounts of time educating ourselves on the ever-changing financial market.
With an unparalleled level of professional excellence and integrity, we deliver this vast knowledge of comprehensive financial planning, estate planning strategies and wealth management to our clients across the country.
Our independent, open architecture platform utilizes best-in-class investment options. We strive to give our clients confidence that they have a team working for them at all times.
We utilize the latest technology, including a virtual office and eMoney software. In addition, we greatly respect our clients’ privacy and security concerns by using the strongest encryption software available today.
Trust is the foundation of a successful financial advisor/client relationship. Knowing this, we are committed to earning your trust through open, direct and professional communication with all of our advisors and staff.
After creating your personalized strategy, we have access to thousands of third party investment options. We take time to fully explain these to you, along with our unbiased recommendations, to help you play an active and informed role in your plan. Through our eMoney Wealth Management platform, you have constant access to your investments and important documents.
We are committed to providing a client-centered experience based in education. Money does not have to be complicated. By teaching you about the financial market and our principled approach, you can feel confident in your ability to make sound decisions that will benefit you and your family in the long run.
Our employees frequently donate their time, skills and expertise to a wide variety of nonprofit organizations.
Our company was founded on a simple principle: help people in their time of need. We put that principle into action not only through our products and services, but also through our charitable giving and involvement in the community.
Last year, our employees contributed more than 3200 volunteer hours to 72 organizations.
We've done amazing work for school districts, local charities, religious organizations, sororities/fraternities, community & personal causes. We are always looking for ways to make a difference in the community and in people's lives. Ask us how we can support your cause.
Our lobbies are available for your walk-in financial needs. Lobbies will be open Monday - Friday and for select offices, Saturday by appointment.
1414. Green Road Suite 105, South Euclid, Ohio 44121
09:00 am – 06:30 pm