Financial Planning Simplified 

As an independent financial advisor, we help you take control of your finances and feel confident in your future.

Why Is Financial Planning So Important?

Below are some statistics that illustrate how unprepared far to many are for retirement.  Applied Asset Management and your independent Financial Advisor are here to help our clients feel better prepared to have a successful retirement.

Retirement Redifined

Your independent financial advisor will be here to guide you each step of the way as we plan together to achieve your personal financial goals.  By creating a plan, you will have clarity as to how various decisions will effect your financial aspirations.

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It’s never a bad time to speak with your independent financial advisor about how to take control of your financial future.  We look forward to being your partner in this journey.


Of Americans have nothing saved for retirement


Of Americans don't have any savings at all


Of Americans between 34-54 years old believe they won't ever save enough for retirement


Of Americans are dependent on Social Security, relatives or family at the age of 65

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Our Services Offered

We provide each of our clients with a customized investment portfolio that will coincide with your comfort for risk. As fee based independent financial advisors, we work with a variety of companies and offer mutual funds, stocks, bonds and annuities.
Financial Planning
We highlighted some statistics above that may appear alarming to many.  We do this to reinforce the importance of a strong financial plan.  Our written financial plans are a wholistic view of your entire financial profile and will provide a framework for future financial decisions.
While we don’t often like to think about bad things happening, financially protecting your loved ones against tragedy is oftentimes one of the most important foundations to a sound financial plan.  We work with a number of insurance companies and will compare the costs and benefits of each insurance plan we create.
Retirement Plans
One of the largest sources of your retirement savings is typically invested in your current employers 401k or 403b plan.  However, we find most clients do not know how these funds are being managed, how much risk they have, nor what their geographic allocation is.  You now have the ability to have professional, active management of your most important retirement assets without the need for rolling the assets out of your retirement plan.

Comprehensive Planning. Unbiased Recommendations. Focused on Your Success.

When it comes to making financial decisions for yourself, family, or business; knowledge, objectivity, and sound advice matter. At Applied Asset Management, we understand how overwhelming and confusing it can be to make financial decisions if you don’t have the time or resources to proactively plan for your financial goals. As independent financial advisors, we  offer comprehensive retirement planning, wealth management and diligently work with you to help you achieve your desired financial objectives.

We seek to simplify complex financial terms and investment options, remove emotions from investing, offer honest advice, and help you navigate the complexities of the markets. By offering ongoing education and advice, we strive to empower you to make confident decisions that will allow you to pursue your stated goals. If you would like to know more about how we can help you manage your financial objectives, please give us a call or send us an email. We are based in Avon, Ohio and actively work with clients in multiple states.

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