Top Professionals
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Croak Capital
Croak Capital is an independent, fiduciary wealth management firm based in Toledo, Ohio, founded in 2018 by Tim and Eric Croak. Croak Capital provides personalized, concierge-style wealth management, tax services, and risk management for sophisticated and high-net-worth clients, emphasizing fiduciar...Read More
Equity Planning Group
Equity PG is an independent, diversified financial consulting firm that provides personalized financial planning and wealth-management services for individuals, organizations, and corporations. Equity PG specializes in retirement strategies and employer-sponsored retirement plans while also offering...Read More
Financial Design Group
Financial Design Group is an independent, team-based financial services firm headquartered in Toledo, Ohio that provides comprehensive wealth management, investment management, retirement planning, and customized financial planning for individuals and businesses across multiple regional offices; Fin...Read More
Gould Ruma Financial Advisors
Gould Ruma Financial Advisors is a Registered Investment Advisory firm based in Toledo, Ohio with more than 30 years of industry experience that provides comprehensive financial planning, asset management, tax planning and tax-preparation services. Gould Ruma Financial Advisors uses a three-pronged,...Read More
Indicator Advisory Corporation
Indicator Advisory Corporation is a Toledo-based, fee-only investment advisory firm founded in 1986 by Robert R. Kneisley that provides personalized investment and wealth-management services focused on long-term financial planning, retirement, tax, and estate strategies. Indicator Advisory uses a pr...Read More
Skylight Financial Group
Skylight Financial Group is one of the largest locally owned financial planning firms in Ohio with a network of more than 200 financial professionals and district offices in Cleveland, Cincinnati, Columbus, and Toledo. Skylight Financial Group provides personalized, comprehensive financial planning ...Read More
True Alpha Wealth Management
True Alpha Wealth Management is a Northern Ohio–based financial advisory firm that positions itself as a personal CFO serving Sandusky, Toledo, and the surrounding Lake Erie communities; the company delivers personalized financial planning and investment management for retirees, executives, physicia...Read More
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Whetro Wealth Management
Whetro Advisors is an independent, fiduciary financial planning firm based in Toledo, Ohio that provides personalized wealth management, investment planning, insurance planning, tax planning, and comprehensive financial planning for individuals, families, and business owners. Whetro Advisors combine...Read More
Wholehan Wealth Advisors, CFP
Wholehan Wealth Advisors is an independent financial planning and wealth-management firm serving Northwest Ohio and Southeast Michigan that provides comprehensive financial planning, investment management, retirement planning, risk management, and specialized services for federal employees, military...Read More
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Wright Financial Group, LLC
Wright Financial Group, LLC is a full-service financial firm based in Toledo, Ohio that focuses on retirement planning, fixed-income solutions, wealth management, estate and legacy preservation, fiduciary advisory services, and health insurance. Wright Financial Group’s mission is to educate clients...Read More