Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Mariia Eroshin to Partner.

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

Picking a financial advisor is not an easy task. An advisor’s true worth is realised only after a few years, depending on how your investments have weathered the market volatility and whether your fin ...

If you see “1099” on a piece of mail and just shove it into a folder, you’re missing out on valuable information.

I am the only child of my father’s first marriage, my father had two children (one surviving) from his second marriage, and ...

Regularly updating your financial plan to reflect changing laws and economic conditions can provide clarity and direction.

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Tim Hilterman has joined Wealth Managers as their Chief Financial Planning Officer – the firm has provided financial services to the Ashland, Richland and Wayne County communities for over a century ...

HCCF is excited to announce new Board Members and new roles for our current members. Lisa Imlay, Chase Slaughter and Mary Zigler are new to the HCCF Board this year, current Board member Tim Whicker ...

When I first entered the financial services industry, I set myself a goal to become a Fellow. It wasn’t about collecting ...

Wolf Pine Capital, a new independent wealth management firm committed to democratizing high-end financial services, today announced its official launch. Founded by Peter Ankeny, CFP®, a former ...

The agency has “very sophisticated software” that compares information returns to what’s reported on your filing.