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Celebrating 20 Years of Fee-Only,
Fiduciary Advice


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COVID-19 procedures: In-person meetings are suspended for now.

Remote meetings are available for business as usual.


COVID-19 UPDATE


Fee-only financial advisors in the Cleveland, Ohio area and serving clients across the country.


Focused on Enriching Your Life ⁠- Not Just Your Wallet

We believe that strengthening and safeguarding your wealth is important, but it probably shouldn’t be your only goal. We help our clients focus on using their improved financial independence to create the quality of life they’ve always desired.



We Believe Investing Is a Commitment, Not a Quick Fix

Learn about our uncommon investing strategy with our “Philosophy and Strategy for Investment Success."


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