Which Financial Advisor Should You Choose in Lima, OH?

Reservoir Wealth Management provides fiduciary financial advisory services including investment management, estate planning, and tax optimization. We specialize in retirement income strategies and small business retirement plan management, operating under a fee-only model with no product commissions. Our team combines certified financial planning and accounting expertise to deliver personalized solutions for individuals and businesses.

Encompass Wealth Group specializes in retirement income planning and financial advisory services, offering personalized strategies for 401K management, Social Security optimization, and investment solutions. Our Ohio-based team of certified professionals delivers fiduciary-driven guidance tailored to individual financial goals. With a focus on long-term client relationships, we combine technical expertise with community values to help clients achieve financial confidence and independence.