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.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Copley Office
- Phone:
- 330-668-4720
Hours
M – F: 9 a.m. – 5 p.m.
Poland Office Location
Address
46 S Main St.
Poland, OH 44514