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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Mark Seward, MBA

Owner & Registered Representative


A native of West Akron, Mark graduated Phi Beta Kappa, with a bachelor’s degree in Economics, from Denison University. He later received an MBA degree from the University of Michigan. Mark’s background includes more than 25...

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Judy Seward

Client Services Manager


Judy is also a native of West Akron and graduated from the University of Akron. She had a successful sales career prior to her most recent experience in the financial services industry. Over the past 12 years, Judy has been in sales,...

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