Making Your Financial Contentment a Priority

We believe a healthy relationship with money can directly impact your well-being and contentment. That’s why our mission is to equip clients with knowledge and tools that help them make wise decisions as they grow, protect and pass on their wealth. Our differentiator lies in providing clients and their multi-generational families with financial plans that allow them to live out their dreams by honoring their values. We’re passionate about inspiring confidence and building lasting relationships that help clients reach financial clarity and strengthen their financial legacies for generations to come. We have offices in Copley and Poland, Ohio. We also serve western Pennsylvania and can work remotely with clients in other states.

Habitat for Humanity of Summit County

Western Reserve Financial Associates partnering with Habitat for Humanity of Summit County, in efforts to help families achieve the strength, stability and self-reliance they need to build a better future.


Let Me Be Ministries Retreat Center Landscape Clean-Up


St. Andrews Spirit of Hope

Members joined together for a Thrivent Action Team in support of St. Andrews Spirit of Hope. Andrews Spirit of Hope is a foundation inspired by Andrew's memory and focused on the welfare and safety of children.

*Member benefits, programs and activities are not guaranteed contractual benefits. You should never purchase or retain any insurance or annuity products simply to be able to participate. Participation is subject to applicable Terms and Conditions.  


Stir Studio Kitchen: Client Appreciation Event

We love our valued members! As a way to say, "Thank You" Western Reserve Financial Associates hosts a client appreciation instructor-led cooking class at Hudson's infamous Stir Studio Kitchen.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Copley Office



M – F: 9 a.m. – 5 p.m.

Poland Office Location