Mediate Financial Services, Inc.

06/09/2026

Did you know two people can start with the same amount of money invested, same strategy, but end up with completely different results?

AWESOME topic this morning with our guy Steve Vesey and the crew at 21 WFMJ!

Chris Mediate explained "sequence of returns risk" and why timing matters.

06/08/2026

Why legacy planning is HARD (and how to fix it)!

06/06/2026

FINtastic time as always coming together with our community to support the at their Shark Tank Launch Party‼️🦈

See you October 29th for the real thing. 😁

06/05/2026

Today, we’re celebrating Carson's three-year anniversary with Mediate Financial! 🙌🎉🍾

We’re beyond thankful for his consistency, work ethic, and commitment to the team and our clients.

Congratulations, Carson — we’re proud to celebrate this milestone with you!

06/02/2026

Estate planning mistakes usually don’t start with neglect. Sometimes, they start with good intentions.

Adding a child to a deed. Forgetting an old beneficiary form. Creating a trust that never gets funded.

Each move can seem simple enough on its own, but estate planning works best when all the pieces are working together.

This month’s newsletter looks at three common estate planning moves that deserve a second look.

For informational purposes only. We are not attorneys and do not provide legal advice.

A forgotten form can override your will.

06/02/2026

She’s just a girl!

06/01/2026

Fastest. Five years. EVER!

Please help us in congratulating Christopher on his five-year anniversary at our firm! 👏🥂

We’re proud to celebrate this massive milestone and so grateful to have him as part of the team.

Congratulations, Christopher!

05/29/2026

A special night celebrating a lot of very special people!

A huge congratulations is in order for Christopher, who was officially named to the ’s 2026 25 Under 35!

We are beyond proud of him for his hard work and commitment to our clients. This was so deserved!

Thank you to the Mahoning Valley Young Professionals and the Youngstown/Warren Regional Chamber for putting this amazing evening together and for placing a spotlight on our Valley’s best and brightest!

05/29/2026

Summer intern season is officially here! ☀️📈

Please join us in welcoming our two new interns, Brianna Seifert and Jack Graff, to the Mediate Financial team!

We’re excited to have them with us this summer as they gain hands-on experience, learn more about the financial services industry, and contribute to the work we do for our clients and community.

Welcome aboard, Jack and Brie!

05/29/2026

What a special evening! Huge congratulations to all 25 nominees!!!

An annual event honoring the area’s young professionals took place once again Thursday evening.