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7100 East Pleasant Valley Road, Suite 350, Independence, OH 44131

330-992-5742
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WHO WE ARE

We believe that every person is smart in our own, different ways. However, financial planning is a complex subject. Although many people are knowledgeable in some areas, most people are not knowledgeable in every area of financial planning. Many well-educated people have made unwise financial decisions because they acted before they consulted a Financial Advisor. Everyone is different when it comes to their level of financial knowledge. We help people that know a thing or two about financial planning like accountants and insurance professionals at the same time serving our community and people that might not be as financially savvy like first responders, corporate professionals, and attorneys. Regardless who you are, and what you may or may not know, we promise to understand where you are today, educate you to whatever degree of understanding you seek to have, and communicate at a level you understand.

Meet the Team

Christian R. Morton

Director of Operations & Wealth Management Advisor

William "Bill" Mitchell

Financial Professional

OUR CORE VALUES

Our core values are important because they apply not only to ourselves but also to our clients. If a person cannot follow these core values, it is unfortunate but they likely are not a good fit to be our client. That being said, you can expect to see and feel these values when you work with us.

HONESTY

Many times, we are in a position to tell clients what they need to hear, not necessarily what they want to hear. Honesty is necessary in these instances regardless of how difficult the conversation may need to be.


In addition, if a client is not honest with us we cannot get accurate information we need to provide our service. We promise to have open and direct conversation, free of judgement, to make our clients comfortable telling us everything they need to regardless if it is an easy conversation or not.

RESPECT

Without respect it is difficult to maintain a professional relationship. This applies to everything from respecting each other's time to each other's opinions. There are instances when a client may disagree with our recommendation in some way. We will always respect your opinion while standing by our recommendation. At the end of the day hopefully getting to middle ground.


 In addition, time is valuable and just as we do not look to waste your time, we look to maximize our use of time. We understand that things happen, people can be late and/or need to reschedule and that as fine as long as we receive the respect of being notified as soon as possible.

RESPONSIBILITY

Responsibility is crucial in having a working relationship with our clients. We can schedule meetings, give you remarkable planning analysis and recommendations, and help with implementing the recommendations. However, it is up to the client to make sure they show up to the appointments, they listen and do their best to understand the plan and recommendations.


Also, making sure they keep up with any email communications and signing any necessary documents. In exchange, clients receive efficient service as well as us holding the majority of responsibility for continual communication.

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.