07/28/2026
Our newest junior employee, Leo Downing, joined in on his first Advisor meeting with Jen and Julia!
Fee-only financial planning and investment advice to individuals, couples, executives, small business owners and high net worth families.
Pepper Pike, OH
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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