Business Details
39 Years
experience
Your Trusted Financial Advisers in Akron, OH
We are a locally owned and operated financial services firm dedicated to putting clients first. With over 30 years of experience, we specialize in personalized financial and retirement planning tailored to your unique life stage and goals. Our approach focuses on long-term strategies rather than short-term gains, ensuring every plan addresses individual needs like debt management, tax planning, and asset protection.As the original owner and team remain intact since our founding, clients work directly with the president for consistent, transparent service. Our fee-based model aligns our success with yours, fostering trust through shared outcomes.
Services
Retirement Planning
Estate Planning
Portfolio Management
Education Planning
Insurance Review
Mortgage Analysis
Tax Strategy
Details
- Year established: 1987
Highlights and features
- Over 30 years of experience in personalized financial planning.
- Direct access to the owner for all client meetings.
- Fee-based model aligns our success with client outcomes.
- Comprehensive services covering retirement, investments, and tax planning.
- No cookie-cutter solutionsplans tailored to individual life stages.
Associations and certifications
- Certified Financial Planner Board of Standards
Services
Retirement Planning
We create customized retirement strategies addressing income needs, tax efficiency, and asset allocation. Our approach considers current financial status, future goals, and risk tolerance. Clients receive ongoing guidance to adapt plans as life circumstances evolve.
Estate Planning
Our estate planning services ensure efficient wealth transfer while minimizing tax liabilities. We coordinate wills, trusts, and beneficiary designations to protect assets for future generations. Regular reviews keep plans aligned with legal changes and personal objectives.
Portfolio Management
We manage diversified investment portfolios tailored to risk profiles and financial goals. Ongoing monitoring and rebalancing maintain alignment with market conditions. Performance reporting provides transparency into growth and adjustments.
Education Planning
We develop strategies to finance education costs through savings plans, investment vehicles, and financial aid optimization. Our plans balance educational goals with retirement readiness to avoid compromising long-term security.
Insurance Review
We assess insurance needs for life, health, and disability coverage. Recommendations focus on adequate protection without overspending. Policies are reviewed periodically to ensure continued relevance to financial plans.
People
Kevin Friday
President and Owner
Certified Financial Planner with 30+ years of experience. Graduated from Miami University with a finance degree. Develops customized plans focusing on long-term client success through balanced strategies.
Jeanne Crater
Office Manager
Manages operational details with 15 years of service. Ensures seamless client support and administrative efficiency. Complements the team's expertise with meticulous attention to client needs.
Questions
What services do you offer?
We provide retirement planning, estate planning, portfolio management, education funding strategies, insurance reviews, and mortgage analysis tailored to individual financial goals.
How are you different from other financial advisors?
We focus on personalized, long-term planning rather than product sales. Clients work directly with the owner, ensuring consistent expertise and transparent decision-making aligned with client interests.
Do you offer free consultations?
Yes, we provide no-cost initial meetings to discuss your financial situation and determine how we can help achieve your goals without obligation.
What is your fee structure?
We operate a fee-based model where compensation is a percentage of managed assets. This aligns our success with client portfolio performance, with no hourly or flat fees.
What areas do you serve?
Primarily Akron, Ohio, with clients across states where we maintain proper registration. Services are delivered through in-person meetings and remote communication.
