Our Philosophy - Serve First, Last and Always℠

At Cleveland Financial Group, an Ohio-based financial planning firm, this is our overarching business philosophy and the embodiment of the unique, hands-on approach we take with each and every client.

We provide tailored financial advice with expertise in retirement planning, individual equities, mutual funds, ETFs, employee stock options, annuities, insurance, alternative investments and estate planning. Our specialty is helping professionals working in and wrapping up busy, demanding careers. 

At our firm, we find conviction in what we do. We have the courage to help our clients take action. And our competency is based on experience, advanced training, continuing education, coordination of national resources on terms that benefit each client, and communication that builds understanding and trust. These are the key qualities of "Serve First" and these are the commitments we make to each of our clients.

Let us help manage and coordinate all areas of your financial life. As a trusted financial advisor, we cut through the noise and provide focused, comprehensive financial planning help when you need it most – and for many years to come. We plan to grow with you as you progress towards achieving your financial goals.  We add clarity to the wealth-building process, and provide service with intention.