What do you like about doing business in Ohio? Since our founding in 1991, the opportunity to support, contribute, and give back to the local economy has been an integral part of our company culture. Additionally, we work closely with multiple organizations in Ohio, and we believe these local partnerships help make our client relationships even stronger.
Description of business:We firmly believe that financial planning should revolve solely around our clients. Since the founding of our award-winning firm 23 years ago, we have focused on planning, enthusiasm, and fervent client service. We offer comprehensive financial planning and wealth management services, including asset management, estate & retirement planning, fiduciary consulting, family office and corporate services. As a premier independent financial advisor, our salaried, non-commission professionals have access to a variety of investment solutions and resources. That means our recommendations are based solely on what works best for our clients, not us.
Throughout the year, we actively participate in a monthly “Day of Caring,” where employees are encouraged to serve our local community in an effort to give back and help others achieve success. Over the past year, we have worked with Habitat for Humanity of Summit County, the Akron-Canton Regional Foodbank, the Akron YMCA, The Summit County Battered Women’s Shelter, The American Red Cross, and Akron Children’s Hospital.
We extend our service philosophy beyond the walls of the firm to provide our communities with as much care and support as we offer our clients. In appreciation of our own success, we strive to help others around us succeed via sponsoring, donating to, and volunteering for local causes.
*Securities offered through ValMark Securities, Inc., Member FINRA, SIPC. Investment advisory services offered through Sequoia Financial Advisors, LLC and ValMark Advisers, Inc. Sequoia Financial Group, LLC and related entities are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.