Our Difference

The financial services landscape is changing dramatically. It can be harder than ever to find the right advisory relationship. We think choosing a financial advisor is something that should be done carefully and patiently. When the fit is right, you will know it.

We believe we offer a unique and valuable service that enables our clients to enjoy the confidence and peace of mind that comes from having their investments handled prudently, and their financial lives organized and simplified.

Here are some of the things that make us different from others:

We are client focused

From the way we have structured our business, to the way we manage portfolios and the investment philosophy we follow, our approach is designed to ensure that servicing clients is our main focus. Our mission is to educate clients, help simplify and organize their financial lives, and create peace of mind both for today and the future. Find out more about a Client Focused Difference here.

We are independent

As a fully independent firm our interests are completely aligned with our clients. Our allegiance is solely to our clients we are not owned by or affiliated with any financial entity such as a brokerage firm, investment bank, or money manager.

We are efficient

We have competent, friendly and knowledgeable administrative team, which enables us to focus our time and attention on servicing client needs, managing client portfolios, and advising our clients on their important financial decisions.

We are Experienced

Heather Rohrs has worked with hundreds of investors in the financial industry for over a decade. With practical industry experience coupled with an MBA in Finance and Accounting from the University of Toledo, she has devoted her professional career to helping individual investors and their families realize their investment and financial goals.

Heather is the trusted advisor to a diverse group of individuals and families, including business executives, attorneys, autoworkers, medical professionals, engineers, professors, retirees, and many others. Her clients are located in the Northwest Ohio area and across the United States..

We are fiduciaries

As an Investment Advisor Representative, we are charged with an elevated duty of care, prudence, and diligence. We always put the interests of clients first.

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