Caleb Frankart

Financial Advisor

I have been working in financial services for the past 10 years and love helping people save and invest. I’ve worked all over Northwest Ohio for large financial companies and have gained experience helping hundreds of people manage their retirements and investments.

I love teaching and getting to know people so I can help them accomplish their goals. In my spare time I enjoy carving pipes, playing the guitar, shopping for guitars, and spending time with my wife Elizabeth and our two children.


Schedule a Meeting

We offer free consultation meetings before you get invested in our company. We would love for you to come in to meet us and hear more about what we do day-to-day and how we can take care of you and your finances.