Chad Brown, MSFP, CLF^®, RICP^®, CEPA^®, CPFA^®

I believe in the power of creating a life plan where financial planning is just one part of a larger vision. My role is to help clients bring that vision to life, whether they're growing a business or planning for personal milestones. For business owners, this includes enhancing business value to support their life plan now and during any future transitions. Each person has one life, and I am dedicated to making it truly meaningful for them. It's incredibly rewarding to witness clients enjoy what matters most, knowing I contributed to their journey.

My path into financial advising was unexpected. After the '92 election, my original field became saturated with military veterans, prompting me to explore new opportunities. Initially, I took on financial advising part-time, eventually committing to it full-time. Growing up in a blue-collar family, I wasn't initially versed in business or finance. However, early business pursuits sparked my interest in personal and professional success.

I am often struck by how biases and misinformation shape financial decisions. Many people trust "expert" advice from media personalities without a proper framework to evaluate it. Our education system falls short in equipping individuals with the knowledge to integrate their financial lives effectively. People often do the opposite of what's beneficial, thinking they're on the right path. Just as one would seek multiple opinions for medical advice, financial decisions deserve the same diligence. Working with a dedicated professional can help avoid these pitfalls.

I specialize in two areas. As one of the few professionally trained Life Planners in Ohio, I guide clients to align their financial plans with their deepest aspirations. I'm also a Certified Exit Planning Advisor, skilled in aligning business, personal, and financial goals for business owners. With a master's degree in Financial Planning, I bring a high level of technical expertise to my practice.

Having lived in the Ashland area for 24 years, I appreciate its small-town charm and shared values. My wife and I have raised four children here, all of whom graduated from Hillsdale High School. Our family is spread across Wooster and Mansfield, with our youngest serving in the Army National Guard. In my free time, I enjoy beekeeping, ministry, teaching, camping, hunting, and music. These passions, alongside my professional journey, shape who I am today.