Registered Investment Advisor | OH

Integrated

We pride ourselves on providing varied-credentialed expertise and experience to individuals, associations, and businesses alike to integrate the effects of decisions in the most advantageous way for our clients.

Experience

Too often, inexperienced advisors pull levers on one side and do not understand the ripple effect in other areas. Our highly experienced advisors understand how a holistic approach is needed to account for all the moving parts.

Generational Wealth

Statistics show that 70% of wealth is gone by the second generation and 90% is gone by the third. Our expertise and understanding of complex issues will prepare you for the future. We believe it’s not only important to prepare wealth for your family, but your family for wealth, for generations to come.

Retirement Planning for Business

Utilizing proper analysis and design, we understand and target the best retirement benefits for your specific needs. Providing you a valuable tool for attracting and retaining employees and accomplishing the myriad of goals that you as a business owner has.

Planning for Associations

Associations and foundations have special needs from asset management and planned giving programs to board and member education. Our ability to work holistically and deconstruct complex situations allows us to assist you, being with you every step of the way from operating to sustaining.

Our Pillars

Strength

Drawing upon our specialized expertise, years of experience, diversified education, and teamwork philosophy, we are the hub, the financial center, to assist you in building your future.

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Stability

Offering stability when you need it most, our varied areas of credentialed expertise allow us to bring you the best and highest collaboration. Added strength is woven into our philosophy that you are not just one advisor's client. You are the firm's client.

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Trust

Understanding you, your environment, and your needs are paramount in serving you. Our clients trust us to solve complex issues that take cross-industry expertise and cooperation to resolve.

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Individuals & Families

From birth to death your financial plans should be reviewed and adjusted to keep up with how your life changes. Plans for income, philanthropy or family may stand alone or be intertwined. Focusing on generational wealth, helps not only prepare your wealth for your family, but prepare your family for your wealth.

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Companies & Entrepreneurs

You built your business from the ground up, and part of that scaffolding is the people and talent you’ve hired. Retirement plan design and key person planning, help you succeed by attracting and retaining quality employees and providing lucrative and strategic exit plans.

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Associations & Foundations

The mission of your association or foundation is unique and important. Partnering with Saling Simms Associates emboldens you to serve your board, your members and your mission.

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CPAs

Add value to your practice with integrated planning, continuing education course offerings, that can be delivered right to your office. Partner with us to collaborate on auxiliary planning for your most complex cases, add value to your practice with integrated planning. We are also a resource for continuing education course offerings delivered right to your office. Inquire how we can improve the value of your practice and the value that you offer to your clients.

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