We provide comprehensive financial advice and investment management focused on simplicity, transparency and understanding.

Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

We combine a thoughtful, human-centered approach with clear communication. We strive to make the complex, simple.

In keeping with our commitment to simplicity and transparency, we charge:

• Under $100,000: 1.50% annually (0.375% billed quarterly)

• $100,000-$500,000: 1.00% annually (0.25% billed quarterly)

• $500,000-$1,000,000: 0.90% annually (0.225% billed quarterly)

• Above $1,000,000: 0.80% annually (0.20% billed quarterly)

Advisory fees are based on assets under management (AUM) and are billed quarterly in arrears.

Fees are calculated based on the value of assets we manage for you and are deducted directly from your account each quarter.

This structure allows us to provide ongoing financial planning, investment management, and advice without transaction-based incentives.

Advisory fees are negotiable in certain circumstances and are fully detailed in our Form ADV, which is available upon request and through the Ohio Secretary of State website.

Collaborative, honest, and straightforward. We stay away from unnecessary complexity and industry jargon. We're here to guide the process, bring ideas to the table, and help you move your financial plan forward. We focus on being a trusted partner and always act in your best interest.

Finances are one of life’s biggest sources of stress. Our goal is to reduce that stress.

At the end of the day, we strive to be your trusted financial partner. No matter your question, we want to be there for you.

Click here to view the study from Russell Investments, “Value of an Advisor”.

Investment management is designed to support your broader financial plan, not replace it. We construct and manage diversified portfolios aligned with your goals, time horizon, and comfort with risk.

Portfolios are monitored and rebalanced as appropriate, with an emphasis on simplicity, cost efficiency, and long-term discipline rather than frequent trading, speculation, or chasing trends.