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About

419-897-2866

We are an independent financial services and tax practice serving individuals, families and small businesses in the Historic Uptown Maumee area of Northwest Ohio.

We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with them to help grow and protect their wealth and achieve their most important financial goals.

Our mission is to be the principal advisor for all aspects of our clients financial lives. To do this, we take the time to develop a detailed understanding of each client's individual circumstances, goals, and objectives. We help our clients make smart financial and investment decisions, and gain confidence with a secure financial future.

Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and dedication, and are committed to the following principles:

  • honest, transparent, and open communication
  • highly responsive, first-class service
  • unbiased, knowledgeable, and timely advice
  • working hard to earn the trust and confidence of every client

As a fully independent financial advisor, we are not restricted to any investment product or service, and we work exclusively for the benefit of our clients. In fact, as an investment advisor representative, we have a legal and ethical fiduciary obligation to act in each client's best interests. We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.

We look forward to discussing with you how we can become your family's trusted financial advocate. We think you will appreciate the trust and confidence that comes from working with a leading, independent wealth management firm.