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Our Firm

How We Work

How We Work

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.

Our unique approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Founder

Chad Brown, MSFP, RICP®


(419) 207-1111 ex101

(419) 289-6197

Chad has been a resident of North Central Ohio since 1985. He graduated from Clear Fork High School in 1988 and earned his Bachelor of Science degree from Kent State University in 1992. He began his career in the insurance & financial...

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