Our Story

Two women and four men in business office

Located in Napoleon, Ohio, for more than 40 years, our practice serves the communities of Northwest Ohio. Our focus is personal customer experience assisting individuals, couples, and families on their financial journey. We believe it is imperative to plan for your financial goals, for now and the future, as we walk side by side with you on your financial path.

Your goals matter. That’s why our in-depth personal approach is tailored to your specific needs and unique wants. We desire a high-level of engagement and integration, and we align our advice services to your individual goals.