Solid relationships help us work together toward better outcomes.
Integrity. Knowledge. Connection. Trust. These are the core values that shape our service. Combine your expertise in your own life with our decades of financial experience as we work together to build your vision.
Whoever you are, our partnership spans the rest of your life and into new generations.
Retirement can last decades. Let’s take a look at your financial plan to make sure your resources support the way you’re living.
I’m retiring soon.
If you’re planning to retire in the next 5-10 years, let’s take an inventory of your savings and investment strategies and make adjustments that help you hit your goals.
I’m starting to build wealth.
Visualize what’s possible for your future. Our team will help you dream bigger and chart a course that leads you there.
I’m a business owner.
Get support for all stages of your business, including setting up your company’s retirement plan, support for your employees, exit planning, tax and investment strategies, and more.
Investment Partners is a destination for advisors and clients alike. The breadth of our team-wide experience helps us bring solutions to complex financial goals.
If you’re a financial advisor looking for support or to join our team, get in touch.
Individuals and businesses are only as strong as the communities they serve.
Whether we’re volunteering, serving, advising, or investing in philanthropic activities, our team lives a culture of giving back. Collectively, we make an impact to a long list of charitable causes and organizations within the communities we live and work.
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients.
Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
Our strategic partner, Rea & Associates, is a top 100 consulting & accounting firm with offices throughout Ohio. Through its suite of services that include strategic tax planning, business valuations, HR consulting, cybersecurity & data protection, in addition to traditional compliance services, Rea is the go-to resource for thousands of businesses and individuals nationwide. Through our partnership with Rea & Associates, business owners and high net-worth individuals have access to a team of bright professionals to develop and execute a comprehensive financial plan.