Expert Financial Guidance for Ohio

Our Cleveland colleagues have been helping individuals, businesses, and communities in Northeast Ohio thrive and flourish for more than a decade.

Their passion for simplifying financial management stems from their understanding that managing money can be complicated and doesn’t come with instructions.

Working as one, the team of Certified Financial Planners, tax advisors, investment professionals, and retirement plan consultants deliver comprehensive, unbiased advice tailored to each client’s unique needs, goals, and circumstances.

Not from Cleveland? Our advisors are not bound by geography. They work with clients across the country.

Cleveland Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Cleveland office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Meet Our Ohio Colleagues

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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Katherine Willis

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.