Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
We are widely recognized within the wealth management and retirement planning industries.
Citywire 50 Growers Across America
2023
FA Magazine America's Top RIAs
2022-2023
AdvisorHub's Top 100 Advisors to Watch
RIA Intel's RIA of the Year (Over $1 Billion AUM)
USA Today's Best Financial Advisory Firms
Top 100 Institutional Consulting Teams - Retirement Plan Advisory
2022 - 2023
PLAN ADVISER Top 100 Retirement Plan Adviser
2021 - 2023
Crain's Cleveland Business Investment Advisers
Private Asset Management Awards: Best Firm Culture
Barron’s Top 100 RIA Firms
2020 - 2022
InvestmentNews Best Places to Work for Financial Advisors
2020 -2022
The National Association of Plan Advisors (NAPA) Top DC Multi-Office Advisor Team
2019 -2021
NAPA Top Retirement Plan Advisors Under 40
2021, 2019
Financial Times Top 300 Registered Investment Advisers
2015 -2020
401(k) Specialist Top Advisor by Participant Outcomes
2018
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Daniel Park
Partner
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