We are proud to announce that we have been recognized as one of the best advisors in Cleveland!

Expertise.com uses a proprietary research and selection process that identifies the top service professionals in over 100 business categories across 1000 cities. Of the 117 firms evaluated, this year they hand selected our firm as one of the best in Cleveland because it exceeded their standards of excellence for consumers.

We are proud and thankful for the recognition. We have grown into a comprehensive financial planning firm whose service to clients and resulting success has been recognized across the country. While it is our names being recognized, without YOU and YOUR confidence in our firm, none of this would be possible. For that, we will forever be in your debt.