McGervey Wealth Management

Your financial advisor in Fairlawn will work with you to create tailored wealth management strategies. Find a financial advisor near you

At Boreman Norton Cook Wealth Partners our mission is to help guide our clients to align their financial decisions with their dreams and core values. It is our goal to increase the knowledge of our clients in order to help them manage and control their financial well-being. BNCWP specializes in the design and implementation of wealth creation, protection and income generation strategies. With extensive knowledge of financial and estate planning, our associates apply valuable experience and knowledge from select strategies to address the specific needs of each client. Our focus is to provide tailored guidance for each client in order to promote more efficient and effective strategies for utilizing their assets and income.

Vantage Financial Group is a financial services company that provides a range of benefit services and solutions. The company develops strategies and assesses programs, designs financial programs and manages risks. It designs and offers employee benefit and finacial planning strategies. Its range of insurance products includes health, dental, life and disability insurance. It offers various employee benefit programs, which provide accident, critical illness and voluntary individual retiree coverage. It also provides third-party administration and investment services. Additionally, it offers health care reimbursement programs and health savings accounts. The company is also licensed as a registered investment advisor.