We are partners and fiduciaries on a mission to shape the future of advice to help make a significant and positive impact on the lives and well-being of our clients.
We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Tax Advisor, Director
Business Operations Manager, Senior Associate
Marketing Coordinator, Associate
Senior Wealth Client Service Specialist, Senior Associate
Estate Planning Specialist, Director
Senior Wealth Advisor, Managing Director
Senior Wealth Advisor & Team Leader, Managing Director
Wealth Specialist, Senior Associate
1360 South Main St. North Canton, OH 44720