Most wealth advisory firms start with your assets.
We start with YOU.

We want to help you protect what matters most by providing expert asset management and thoughtful financial planning

Known for our process based approach, we begin each of our long-term client relationships with a thoughtful conversation before we provide expert guidance in the areas of investments, wealth management, trust and retirement planning, and insurance.

 

Client First

Integrity Always

Enduring Excellence

Individuals &
Families

As a family business, we know how important it is to secure your finances for your family’s future. We work with you to create an integrated plan to give you confidence in your family’s security.  

Business Owners & Professionals

As a business owner, your professional and personal finances are inextricably linked. We help you focus on running your business by helping you plan and manage finances like corporate retirement plans, succession plans, insurance strategy, and investment advisory.

Non-Profits &
Foundations

Our roots run deep in the community. We help local foundations and non-profits focus on what they do best through investment management.  

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Fee-based planning offered through Colton Groome Financial Advisors, LLC, a state registered investment advisor. Third party money management offered through ValMark Advisers, Inc., an SEC registered investment advisor. Securities offered through ValMark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome & Company, Colton Groome Financial Advisors, LLC, and Colton Groome Benefits Advisors, LLC are separate entities from ValMark Securities and ValMark Advisers, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.