Even in volatile markets,
our conservative approach protects your assets.
- Tax planning optimized for your unique planning needs, while achieving your financial goals
- Estate planning that ensures that you not only are ready for retirement, but protect your loved ones in the event of illness, disability or death
- Investment advisory conservative enough for the wild rides of the market, while also providing a steady stream of income during the good times
- Life insurance structured to help you meet all of your financial goals—not just as a death benefit but as a source of income when you need it
- Retirement planning that ensures you are able to stop working and enjoy financial freedom when you need it
Contact Us Today to Get Started
Fill out the form below and one of our financial advisors will reach out to you to gather scope of services and provide a pricing estimate for your consideration.
Expert insight from a trusted financial advisor
that can give you peace of mind and help you meet your goals
Timely, Detailed Reporting
You’ll always know where you stand financially through our cloud-based financial planning tools.
Access to Your Personal Advisor
Collaboration and communication is key—contact us anytime for guidance or advice.
We Wrote The Book On Financial Security
Our Five Buckets, Four Shovels approach in detailed in a book we wrote—and we’ll send you a copy.
Enjoy Your Life, While We Manage Your Money
Once you let us know your financial goals, just sit back and enjoy your life knowing we’re on top of things.
Medium Income Levels
We believe that there is a solution for all income levels. Even if you’re not a millionaire, we can help you get started, put a plan in place that protects what you have and ensures that your family will be protected in the event of a loss of income.
High Net Worth Individuals
Our team of wealth management understands that high net worth families have unique estate planning, tax planning and family legacy and philanthropic needs that need dedicated support, including family office services, which we can provide.
Business owners not only need to focus on their clients and their own financial well-being, but also take care of their staff. We have retirement planning solutions that considers that lets your employees know you have their back, while we have yours.
A Simplified Approach
Wealth management isn’t just about money or retirement, but about understanding your financial needs and goals for your family and legacy. We not only protect the wealth you have, but leverage it in order to meet your future goals, like paying for a wedding, college, a house or cars, and even vacations. Our goal is to ensure that you not only have money for retirement, but also to finance all of the things you plan on purchasing while you are living life. If charitable giving is part of your plan, we add that in as well.
We Wrote The Book On Financial Security
With over 40 years of industry experience, we take the complicated subject of financial planning and explain it in an easy to digest format for all ages and income levels. We use metaphors for your asset groups (buckets), your advisors (shovels), your life (the beach) and your financial plan (the map) to help you create a personalized plan that will guide you through life and beyond. Contact us and we’ll send you a copy to get started.
Founder & Managing Partner
Partner, Wealth Management
Wealth Management Coordinator
M. Thérèse Hjelm
Wealth Management Service Coordinator
Securities & Advisory Disclosure
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800- 765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
© SDM Advisors LLC