F. Patrick Cunnane MBA, CIMA®, AIFA®, Managing Principal

Our goal is to provide objective and unbiased advice to corporations and individuals regarding retirement planning. We serve clients as an investment fiduciary, utilizing mathematically­-based and proprietary investment methods and only recommending strategies or services that align with their unique needs.

113 N. Hambden St.
Chardon, OH 44024 


(440) 285-7777