Dave Stribula enjoys helping his clients unpack the answers to questions they don’t know to ask. By exploring the pros and cons of different financial decisions, people are able to arrive at the best decision for their families. Often, that means uncovering new perspectives and “what if” scenarios that are top of mind for his clients.

Dave’s clients are successful families and business owners who know the value of hard work and continuous learning. They never take their time for granted and want to use their wealth to make a positive impact.

Dave believes successful investors require an investment portfolio built to withstand the weather of different economic seasons and, most importantly, is anchored to a financial plan with specific goals and timeframes.

Dave is a CERTIFIED FINANCIAL PLANNER™️ (CFP®️) and a Certified Exit Planning Advisor™️ (CEPA®️)  He has a B.S. in Finance with a Minor in Economics from Ohio University.

Dave lives in Avon, Ohio where he’s raising two daughters. He enjoys Cleveland Sports, camping, and cooking homemade BBQ.