We Love What We Do & Who We Do It For

In the financial industry, it’s easy to get caught up, in all the charts, numbers and graphs, but we never forget what the work is really about – taking care of people. We take our role very seriously, something that’s evident in everything we do for the clients we serve.

Knowing that we are helping people pursue their goals, see their financial picture more clearly and make better decisions gives us all the motivation we need to apply our years of cumulative knowledge and experience. It is truly a privilege to be in a position to serve as trusted financial partners and life coaches for families, individuals, businesses and organizations in Akron, across Ohio and beyond.

Akron Office:

Boardman Office:

Greensburg Office:

Hermitage Office:

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.