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We aren't Brokers and we don't charge commissions Fee-based asset management allows you and us to share a common goal-to grow the value of your assets. A long-term approach to investing, fee-based asset management ties our compensation directly to the performance of your account. Instead of commissions, we earn an annual fee based on the market value of your account. A partnership that allows us to concentrate on what matters most-building an investment portfolio that seeks to address your specific needs. As your Money Grows...We Grow We are committed to your long-term success. We work with you to develop and execute a strategy tailored to your goals, you can be confident that our objective is to help maintain and increase your wealth over time.
No proprietary products Thousands of individual securities Alliances with the nation's leading providers of investment and insurance products.
American Funds, Fidelity Investments, First Trust, Guggenheim, LPL Financial, Linsco Private Ledger, Pimco Investments, Powershares, Proshares, Prudential Investments, Vanguard Investments
no credit cards
Co-located with Stall and Company CPA's and directly across the street from the Findlay Downtown YMCA parking lot.