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SD Capital Financial planning with a human touch. SD Capital is a fiduciary financial advisory firm that treats wealth management like a partnership, not a transaction.

SD Capital is a fiduciary firm offering honest advice, open conversations, and a partnership built to reflect your values and what matters most. We take the time to truly know you so we can help you make intentional decisions with your money. And we’re here for the long run. Your goals become our goals, and your success becomes our success. Make your money mean more, reach out today. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. SD Capital and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

10/15/2026

There's a reason we say we're in "event season" right now. And that's because we had another Client Appreciation event with our Clyde office at Hall's W**e R We & Brews 4 U.

Financial planning may be what brought us together, but it's the relationships built along the way that make it so rewarding. We're grateful for opportunities like these to catch up, share a few laughs, and spend time with the people who make our work meaningful.

Here's to making time for the moments that matter. 🍷❤️

P.S. Event season is our favorite season.

10/13/2026

Jaiden takes on our guess the number challenge while Zac answers questions to help figure it out. But when it comes to retirement, guessing isn't a strategy.

Your ideal number depends on the lifestyle you want to live, the goals you hope to achieve, and the needs your savings will have to support. From when you retire to how much you'll need to sustain your future, there's no one-size-fits-all answer.

We believe retirement planning is more about than reaching a number. It's more than just money. Because the right number isn't the same for everyone. It's the one that works for you and your lifestyle.

SD Capital is partnering with Helping Hands, an organization that provides free meals, groceries, clothing, and hygiene ...
10/09/2026

SD Capital is partnering with Helping Hands, an organization that provides free meals, groceries, clothing, and hygiene support to people in need throughout our community. We're inviting clients to join the team for a morning of giving back!

📅 Friday, October 16
⏰ 9:00 AM – 1:00 PM
📍 Helping Hands

We'll be lending a hand wherever it's most needed. From preparing food and serving meals, to greeting guests and cleaning kitchen items, we'll make an impact together. The only thing you need to participate is a heart for giving and a free morning.

Interested in volunteering alongside us? Comment below, send us a DM, or give our office a call for more information to sign up.

10/08/2026

What a fantastic evening.

Who knew a Client Appreciation Event tucked away in a speakeasy would be so fun. Between the live music, craft cocktails, and great conversations, it was a night to remember!

Events like these are one of our favorite ways to step away from the day-to-day and spend quality time with people who make what we do so meaningful. Thank you to our clients for the time and trust you continue to place in our team. Thank you to The Hive for hosting the team in a unique venue, and thank you to Steverguitar for setting the tone with fantastic live music!

Cheers to a great evening and the people who made it special.

A team that travels together, provides sound financial advice together. While most of their time was spent at the Tax Pl...
10/07/2026

A team that travels together, provides sound financial advice together.

While most of their time was spent at the Tax Planning & Practice Management Summit in Arizona, some was used finding a cactus that's actually taller than our financial advisor, Frank. Time well spent all around if you ask us!

10/03/2026

Sometimes "grateful" just doesn't quite sum it up.

When clients trust us through different seasons of life, evolving goals, and changing needs, it's what makes the work we do so meaningful. And when a longtime client says that the relationship feels like family, it's one of the greatest compliments our team can receive.

Beyond the planning, investments, and financial decisions, it's the relationships and long-term partnerships we value the most.

Thank you, Natalie, for trusting us to be part of your journey. We're grateful for every chapter shared along the way!

Tax strategies are complicated enough. Our clients shouldn’t have to spend their free time keeping up with them.This wee...
09/30/2026

Tax strategies are complicated enough. Our clients shouldn’t have to spend their free time keeping up with them.

This week, a few members of the SD Capital team headed to Scottsdale, Arizona for the Tax Planning & Practice Management Summit. The goal? To sharpen their knowledge, explore new strategies, and stay current on an ever-changing tax landscape.

We’ll book the conference rooms and tax talk. You just enjoy knowing there’s a team staying in the know.

09/28/2026

How much do you really need to retire?

$1 million? $1.5 million? $2 million?

A nationwide analysis from Investopedia shows why there may not be one “magic number.” For couples retiring at 62, estimated savings needs ranged from roughly $1.3 million to $1.8 million depending on the state...and that's only one contributing variable.

Retirement age, healthcare before Medicare, Social Security timing, where you live, and whether spouses retire together can all change the math.

And sometimes, the timeline changes unexpectedly: 46% of retirees surveyed said they retired earlier than anticipated. Only 11% of couples retired at the same time. The takeaway? Retirement planning isn’t just about reaching a certain account balance. It’s understanding how your income, expenses, taxes, benefits, healthcare and timeline work together to support the retirement you actually want.

Read the full Investopedia analysis: https://na2.hubs.ly/H0828Nq0

A few members of the team traded the office for Florida last week to attend the Cambridge Ignite conference. The confere...
09/22/2026

A few members of the team traded the office for Florida last week to attend the Cambridge Ignite conference. The conference brought together financial professionals from across the country for a few days of learning, connecting, and sharing ideas.

We’re grateful for opportunities like these that allow our team to continue learning, strengthening relationships, and bringing fresh ideas back home to SD Capital and the clients we serve.

A great few days of learning, connection, and time together as a team!

It was a night dedicated to some great people and one of our favorite events of the year.We had the pleasure of hosting ...
09/21/2026

It was a night dedicated to some great people and one of our favorite events of the year.

We had the pleasure of hosting our refinery clients at Danny's Cafe for an evening of good food, drinks, conversation, and time together outside of everyday routine.

We're grateful for the trust our clients place in our team and for opportunities like Refinery Night that allow us to connect, catch up, and enjoy each other’s company.

Thank you to everyone who joined us and made the night so fantastic!

Address

3150 Dustin Road, Suite 2
Oregon, OH
43616

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14196939000

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