We provide financial planning, wealth management, retirement plan consulting, employee benefits consulting, and insurance and risk assessment services to thousands of clients across the country.

Our clients benefit by working with us because we are independent and offer a diverse range of customized financial services all under one roof.

We serve:

Business Owners


Individuals and Families


Corporate Executives


Service Firms and Small Businesses




5885 Landerbrook Drive, Suite 200
Cleveland, OH 44124
P: 440.683.9200 | F: 440.683.9100
6960 Orchard Lake Road, Suite 120
West Bloomfield, MI 48322
P: 248.538.1616 | F: 248.932.0205
15300 Pearl Road, Suite 201
Strongsville, OH 44136
P: 800.922.6931 | F: 440.238.6143
3801 PGA Blvd., Suite 600
Palm Beach Gardens, FL 33410
P: 561.627.6992 | F: 561.627.6994