Are you a fiduciary fee-only advisor?
Yes! And if you're not sure what that means, you can read about fee-only advising here.
Is there a minimum amount of money I have to have to work with you?
Nope! We will start with where you are.
Where is my money held if I work with you?
We work with Charles Schwab as a custodian. You will have full online access and a mobile app to access your accounts. Your money will be held with Charles Schwab at all times.
Did Blue Jay move?
Yes! We are now located at 509 Fourth Street in Defiance, Ohio. If your map app takes you to the Chamber building at 400 South Clinton Street, it's betrayed you.
What is Elements®?
It's an app that we use to connect with people to help them keep a pulse on their finances and hone in on the day-to-day things they can control. If you're interested in checking your financial health and working towards having a plan, get started here!