Our firm has been built on long-term, trusting relationships with like-minded individuals. We are dedicated to the client by seeing them through all aspects of the retirement planning process. We realize that we may not be a fit for everyone - and that is okay. As fiduciary advisors, we are bound by law to give advice that is in your best interest. Even if that means we lose your business, it is important that we do what is right.

Ross Cochrell | CRPS®


Kaycee Porter

Client Relations Coordinator

Mallory Imhoff

Office Manager

John Vertal 


1725 Cleveland Rd. Wooster, OH 44691

1001 Jaycox Rd. Suite #2 Avon, OH 44011

330.264.2323 f: 330.264.8100

Securities offered by Securities Service Network, LLC. a registered Broker/Dealer, Member of FINRA/SIPC.


Advisory services offered through SSN Advisory, Inc., a SEC Registered Investment Advisory Firm.

Securities and investments offered only in the following states: Arizona, California, Colorado, Florida, Montana, Ohio, Oregon, Texas, and Washington. 

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