Alluvial Private Wealth

Home
United States
Cleveland, OH
Alluvial Private Wealth

Independent Wealth Management Firm helping our clients accomplish their most important life goals. Registered Representative of Sanctuary Securities Inc.

and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Alluvial Private Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

05/06/2026

Wishing a happy first birthday to Noah Ulmer (son of Caleb Ulmer, Alluvial Wealth Advisor). Noah sure is a cutie, and he looks great in his Alluvial t-shirt. We love all the additions to the Alluvial family - next generation!!! 🎂 🍪 🎉

04/23/2026

Women are taking a more active role in their financial future and the conversation around investing is evolving because of it.

We’re proud to have Lisa Bush, Alluvial Vice President and nationally ranked AdvisorHub 2026 Women Advisors to Watch, leading that conversation. Her perspective, experience, and commitment to helping women invest with confidence is making a real impact.

In this video, Lisa shares insights on:
• Why more women are stepping into investing
• Common challenges women face, and how to overcome them
• How to build confidence and clarity around your financial future

If you’ve ever felt unsure about where to start or how to take the next step, this is a conversation worth hearing.

Have questions or want to talk through your own financial goals? We’re here to help.

AdvisorHub 200 Women to Advisors to Watch (Awarded April 2026) Data Compiled by AdvisorHub from 12/31/24-12/31/25. No fee was paid to be included in the ranking. Fee was paid to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

04/17/2026

Some achievements speak for themselves, but we’re going to say it anyway. 😄

We are beyond proud to celebrate Lisa A. Bush, named #22 on AdvisorHub’s inaugural Women Advisors to Watch list for April 2026! 🥂

Lisa’s passion for helping clients build and protect their financial futures is at the heart of everything she does. This honor belongs to her and to every client who trusted her along the way.

Thank you, Lisa. We are lucky to have you. 💙

04/08/2026

Big news! 🎉 Alluvial Private Wealth has been recognized by Forbes & SHOOK Research as a 2026 Best-In-State Wealth Management Team! None of this would be possible without our incredible clients and the passionate team that shows up every day. We are honored and grateful. 💙

04/04/2026

Spring has arrived in Marion! We hope everyone is enjoying this beautiful day. 🪻🌷🐥☀️

03/16/2026

🔐 Online scams are becoming more common and more convincing.

In this video, we share a few simple tips to help you protect yourself from online fraud and keep your financial information safe.

A little awareness can go a long way when it comes to protecting your money and personal data.

Watch the video to learn how to stay one step ahead of scammers.

03/05/2026

📣REMINDER📣 For eligible individuals, don't forget to make any final IRA contributions before April 15th to maximize your tax savings!

02/25/2026

Thank you to our incredible clients, friends, and community members for your support and votes.
We're proud to serve this incredible community and remain committed to growing, evolving, and giving back.
This recognition belongs to us ALL!

01/26/2026

The Marion Office will be closed today, January 26th due to a Level 3 snow emergency in Marion County. Staff will be working remote and can be reached by phone or email.

01/16/2026

We’re excited to welcome Bryan Blackburn, CFP®, to Alluvial Private Wealth Cleveland! With more than 17 years of experience, Bryan brings a deep passion for helping families achieve financial confidence and peace of mind. He specializes in guiding clients through every stage of their financial journey—from building strong savings habits to implementing tax-efficient strategies designed to protect and transfer wealth across generations.

A graduate of The Ohio State University with a degree in Financial Planning, Bryan is an active member of the Financial Planning Association and is committed to the highest standards of professionalism and ethics. His approach is rooted in education, transparency, and partnership, helping clients make informed decisions that align with their values and long-term vision. Outside the office, Bryan enjoys life with his wife, Alyse, and their two young children and can often be found cheering on the Buckeyes, Guardians, Cavaliers and the Browns. We’re thrilled to have him as part of our team and know our clients will greatly benefit from his expertise and dedication.

01/15/2026

Leaving a job doesn’t mean leaving your 401(k) on autopilot 👀💼

In this quick walkthrough, we break down your 4 main options when you change jobs
➡️ Roll it into your new employer’s plan
➡️ Leave it with your old employer
➡️ Cash it out (👀 careful here)
➡️ Roll it into an IRA

We cover the pros, cons, tax implications, and flexibility of each so you can make a move that actually supports your long-term retirement goals — not just the easiest one today.

If a job change is on your radar (or already happened), this is worth a watch 👇
Your future self will thank you.

01/14/2026

We’re excited to share that Alluvial Private Wealth and Custom Professional Accounting, powered by Alluvial Tax & Planning, have been nominated in The Best of Marion 2026 🎉

Voting is now open, giving the community the opportunity to recognize outstanding local businesses across a variety of categories—including Accounting, Financial Planning, Best Place to Work, and Best Overall Business.

We encourage everyone to support our local business community by exploring all the nomination categories, learning more about the businesses involved, and voting for your favorites. Thank you for continuing to support Marion’s local organizations and the people behind them—we’re grateful to be part of such a strong community.

Address

Downtown Marion & Dowtown Cleveland
Cleveland, OH

Telephone

+17402448815

Website

https://alluvialprivatewealth.com/

Alerts

Be the first to know and let us send you an email when Alluvial Private Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Alluvial Private Wealth:

Shortcuts

Want your business to be the top-listed Finance Company in Cleveland?