Description: Through our extensive background as CPA’s, we’ve seen how life-changes affect your financial position. As Registered Investment Advisors, our priority is to devise an investment strategy that makes sense, no matter what’s happening in your life. Whether you experience a downturn or windfall, we adjust your portfolio
Nothing happens until you’re comfortable with your unique wealth management strategy. Our Services > Let’s Chat Send us an email or give us a call. Let’s explore how we can work together.
Megan D. Eberhart Email
330.659.5985