1. OH
  2. Cleveland
  3. Financial Consultant

Ownership Advisors

 
6100 Oak Tree Boulevard South Suite 420
Cleveland, OH 44131
(216) 328-5538
financial consultant
ownershipadvisors.com
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Today: 8:30 AM to 5:00 PM
mvandrunen@ownershipadvisors.com
At Ownership Advisors, we believe that the wealth we acquire is not solely ours. We are merely stewards of great gifts, and those gifts are a blessing and a curse. Money can build up and money can tear down. Our goal is to ease the descent down the mountain, paving a path and removing unintended consequences for future generations to create a lasting legacy.
Mon 8:30 AM to 5:00 PM
Tue 8:30 AM to 5:00 PM
Wed 8:30 AM to 5:00 PM
Thu 8:30 AM to 5:00 PM
Fri 8:30 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Family Wealth Counseling
Financial Planning
Estate Planning
Exit Planning through Ownership Advisors, Inc.
Retirement Planning
Investment Management
Insurance and Risk Management
Executive Benefit Programs
ESOP

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