Lander North Asset Management

We serve middle-American families of modest investment accounts, focusing on retirement savings. We seek out like-minded clients with good attitudes on accounts as small as $1000, and yes, we serve a few millionaires. Our average household account size is about $300,000, and probably half our client base is education-career related. The other half are small business owners, friends, and family. We carefully interview our prospective clients, and will gladly do the same for referrals that are provided to us.

The Westerman Group, based in Northfield, OH, is a trusted investment advisory firm that prioritizes building long-term relationships with their clients and providing them with peace of mind. With a commitment to client education and a detailed process, they ensure that everything is thoroughly understood and accounted for, making them the last advisor their clients will need. With offices in Los Angeles, CA, and Sagamore Hills, OH, The Westerman Group offers investment advisory services directly to their clients, providing personalized and reliable guidance for their financial needs.Generated from the website

Balanced Asset Management is a fee based financial services firm specializing in family and small business wealth management. Our goal is to protect life savings and investments while creating opportunities to grow assets during times of economic upturns, using our Active Strategies. These investment strategies were conceived in the year 2000 after the economic downturn. We created five strategies for investors to suit various life goals: Conservative Active, Active IRA, Tax Aware Active, Active Plus and Alternative Active. We are currently licensed in 27 states including Ohio, Arizona, and Florida. We add licenses based on our clients’ needs, for instance relocation for jobs or retirement.