For Me

I’m ready to plan for my financial future. Learn More

For My Business

I’m looking for guidance on financial issues. Learn More


Our financial advisors offer comprehensive wealth management services, including financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning, and family office services.

But, more importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to help you work towards your financial goals, objectives and dreams.

Market Perspective

Apr 18, 2014
On page 284 of The Life of Reason, one of the greatest works of Western moral philosophy, intellectual giant George Santayana (probably unknowingly) offered some of the best investing advice ever written:        “Those who cannot remember the past are condemned to repeat it.”  Understanding howRead More

We've Moved!

Please note our new address is: 3500 Embassy Parkway, Akron, OH 44333
Our phone numbers remain the same.

Service Principles

  • Integrity

    Doing the right thing

  • Proactivity

    Taking the initiative

  • Knowledge

    Being an expert

  • Confidence

    Believing in ourselves

  • Teamwork

    Collaborating closely

  • Responsibility

    Being accountable

  • Respect

    Acknowledging & appreciating

  • Compassion

    Truly caring

  • Professionalism

    Working hard & playing hard

  • Growth

    Embracing our culture

  • Integration

    Creating strong relationships