We are a Findlay, Ohio-based wealth management firm focused on establishing realistic and personalized financial strategies while remaining ethical, honest, and dependable. We are process-driven, and prioritize avid listening to ensure that your goals and wealth can be easily preserved and accomplished now and in the future, because you've worked hard for what you've earned. Every decision made is independently thought-out to make certain that your specific goals are truly sought-out, with no biased agenda behind the process. We work hard to ensure that your specific plan is clear and beneficial in order to truly serve, protect and steward great wealth for the families we serve.
We're on your side. This means keeping your comprehensive plan simple and understandable, with you at the center, because we understand the financial world can be filled with complexities. That's why we prioritize listening, to ensure that our process is backed by transparency and honor to bring forth your financial goals. We serve families that desire simple, financial guidance through coordinated strategic plans that ensure their goals and wealth are secure for generations. We are honored to provide guidance to the families we serve to protect what you have worked so hard to achieve. With us, you will see familiar faces and receive personalized attention that is focused on you and your family’s best interest.
Our fiduciary perspective means we focus on what is best for our client’s needs, desires, and wishes before that of our own. We also avoid assumptions about your investment goals. Instead, we focus on listening and that’s when we decide how to act and advise. Once we understand what you want, need and require, that’s when we decide how to act and advise. And rather than telling you what to do, we work collaboratively to ensure that our services and experience fit into your expectations and ideals.
As your partner, we exchange complexity for transparency and simplicity. We take the time to explain, to help you better understand how investments and tools can work for you in your one-of-a-kind situation. This understanding helps you make highly effective decisions in wealth building and prolonged maintenance. Financial straightforwardness and clarity lead to a higher level of trust that your assets are protected, and in response, you spend less time worrying and more time enjoying your hard-earned lifestyle.
We define honor as enacting an esteem and respect for another person, either through words or actions. In this light, we are genuinely privileged to partner with you in your wealth-building journey. We understand there are many wealth management firms out there, and we know how hard you’ve worked to achieve your financial success. Serving with honor means we appreciate you as a client, but as a partner even more so. It also means we utilize our services and experience to protect and preserve what you value and have worked hard to earn.
While we are professionals in financial planning, we are also people with family values like yours. Because of our family-oriented perspective, we strive to treat you with the same respect we would our own families. Thanks to this stance, many of our clients view us as extensions of their own families, and we continually strive for that level of dependable excellence. We work hard to build trust and help obtain generational goals and needs to ensure your future.
Certified Financial Planner™
Client Service Administrator
Director of Client Experience
Parent Company: Cetera Financial Group
Cetera Advisors is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years. Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and other advisors across all 50 states. You can be confident that their tools, technology, and support help make us more effective in our relationship with you.
Our Custodian: Perishing
Cetera Advisors works with two custodians. Pershing LLC custodies brokerage accounts, including the brokerage accounts within IRAs. Pershing is the nation's oldest continuously operating bank and one of the leading providers of securities services. Both Pershing and Cetera Investment Services have to meet certain net capital requirements and conduct regular audits, both internally and independently, to ensure the appropriate handling, segregation, and protection of investors' assets.
Our team of professionals combines decades of experience and expertise to formulate an understanding of your situation to help you reach your goals.
Whether your need is for a retirement-focused strategy or a wealth-building plan, we offer the services and expertise to build and protect your assets through comprehensive, personal-based plans.
Think we'd be a good fit? We'd love to meet you to learn about your financial goals and desires. We're located in the heart of downtown Findlay. Reach out if you'd like to know more.
Photos courtesy of Visit Findlay & Pahl Photography, LLC.