Meet Your Financial Advisor...
1. Put to practical use as opposed to being theoretical.
Do you have a financial plan in place? Often, many people haven’t created one because they don’t know where to start or feel intimidated by the complexities of investing. At Applied Asset Management, we established our firm with the desire to simplify the intricacies of financial planning and provide practical strategies designed to address your concerns and needs. By delivering our recommendations in the context of your life, we believe this may help you better understand your strategies and feel more confident in your decision making.
We measure our success by the strength of our relationships with clients and the high standards of quality and ethics that allow us to maintain them. We are an independent firm, which means our advisors are not tied to proprietary products or sales quotas. We provide unbiased advice and recommend strategies we believe align with your best interests. Always conducting business in an honest and loyal manner, we continually seek to broaden our knowledge and expand our services for clients.
Michael J. Kowal is a financial advisor and the founder of Applied Asset Management. He has been helping families for the past 15 years and focuses his practice on financial planning for families and retirement plans for local employers. He offers his clients a wide range of services, including portfolio management, estate and tax planning, insurance and retirement cash flow strategies.
Michael became a financial advisor with the goal of helping individuals, families, and business owners navigate the complexities of investing and financial planning. He holds Series 7 and 66 securities registrations, as well as health, life, property, and casualty insurance licenses. He received his Bachelor of Science in Finance from Miami University.
Michael currently resides with his wife, Stacy, and their children, Julia, Anna and James in Avon, Ohio. Outside of the office, he enjoys spending time with his family and playing golf. A fan of classic cars, on weekends he can be found driving his 1969 Corvette convertible.