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About Us




It's a common and understandable assumption that all financial planners must be "certified," but this is a misconception. Anyone can claim the title of "financial planner," but you should always look for a CERTIFIED FINANCIAL PLANNER® professional that is certified by the CFP Board. Those that are board certified have undergone rigorous training to earn this respected and trusted title.

As CFP® professionals, we are willingly held to a strict ethical standard for the benefit of our clients. By requirement, we have acquired years of experience related to providing financial planning services and passed the comprehensive CFP® Certification Exam. On top of this, all of our partners are dedicated to continuing our education in order to provide you the best service with confidence.

We have undergone all of this to ensure that we have the knowledge and tools to best serve you. The CFP® Certification is our promise to you that we are fully dedicated to your best interests and peace of mind. 

Feel Free to Contact Us
with Any Questions

  Our Location
6140 W Creek Rd, Suite 200
Independence, OH 44131

  Call Us
(440) 888-6884

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Check the background of this firm on FINRA’s BrokerCheck


Securities offered through Silver Oak Securities, Inc., member FINRA / SIPC. Advisory services offered through United Advisors Group.  Silver Oak Securities, United Advisor Group and Ko-Advisors are not affiliated.

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