Newhaven Capital Advisors is an independent financial advisory firm serving families, small businesses and professional practices in Columbus, Ohio. At Newhaven Capital Advisors, we believe knowledge, experience and integrity are three essential ingredients of great financial advice. We have extensive experience in the CPA profession and company financial management, combined with a deep understanding of the financial markets and how they work. As an independent advisory firm, we are not affiliated with any bank, broker or insurance company. We do not sell any products, nor do we accept commissions or referral fees. Our goal is to be a trusted financial partner, and our knowledge, experience and integrity enable us to provide world-class services that are always in the best interest of our clients. Investment advisory services offered by Newhaven Capital Advisors, LLC, an investment advisory firm registered with the Ohio Division of Securities.

Octavia provides you with personalized financial guidance to reach as high as your dreams. You have unique needs, wants, and wishes. We empower you to set goals and overcome obstacles.

SJS Investment Services is an independent, fee-only fiduciary financial advisory firm headquartered in Sylvania, Ohio, proudly serving clients since 1995. With clients across 40+ states, we deliver personalized wealth management, investment planning, retirement strategies, tax and estate coordination, and philanthropic advising. Our proprietary MarketPlus® Investing process blends science and structure to help individuals, families, business owners, nonprofit organizations, retirement plans and public funds pursue their goals with clarity and confidence.

We design customized retirement solutions for clients using the innovative Tax-Free Retirement concept. We specialize in helping pre-retirement folks and retirees to move their qualified plan assets in 401(k), 403(b), IRA, etc from the stock market (mutual funds and stocks) into no-risk/low-risk savings & growth vehicles in order to protect it from market losses and ensure that those assets last for the rest of their lives. We also help our clients to make $mart decisions about their money by educating them on financial products and services (annuities, mutual funds, life insurance, disability & LTC insurance, mortgage protection, etc) and by assisting them to design effective solutions for emergency fund, saving for kids' college, retirement, general wealth-building & asset transfer.

Kevin Kroskey, CFP, MBA is President of True Wealth Design--an investment advisory and financial planning firm that assists individuals and businesses with financial planning, investment planning, and retirement planning needs. We are committed to understand your unique situation and objectively develop a comprehensive strategy that is in your best interest to help you attain your goals. Please visit our site at www.TrueWealthDesign.com to learn more about our services and philosophy. If we can be of assistance, please contact us for a complimentary initial consultation.

Working closely with Professionals and small business owners to meet the most complex financial planning and estate preservation and business continuity. Client oriented financial needs analysis and planning, focusing on developing strong relationships that lead to comprehensive solutions. committed to providing an elevated level of service to our clients, and we takes great pride in the comfort our clients feel, knowing they have received sound financial planning advice from an experienced highly capable creator of innovative concepts; known for analytical and critical thinking along with creative financial resourcefulness.