Find a Financial Advisor in North Canton

Connect Your Money With Your Life

Our financial advisors in North Canton, Ohio work with families and businesses to develop effective game plans in a common language. For us, it’s about making the complex simple. As financial advisors, our role is to empower you to confidently pursue your goals.

We are proud of our team of financial advisors who make it their life’s purpose to serve generations of families in the North Canton, Ohio area.

Our comprehensive services include comprehensive financial planning, tax-managed investments, tax planning, investment management, wealth advice, life insurance planning, wealth management, fiduciary financial planning, retirement planning, employee stock options analysis, income tax planning, estate planning, family engagement, risk analysis, and trust services.


Wealth Management

Financial Planning

Investment Management


The Importance of Process in Your Investment Strategy

The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.

10 Questions to Determine if Your Advisor Meets Standards

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.


From Being Ready for Retirement?

Our Advisors

John Graves

Wealth Advisor