It's going to be ok.
(Fabulous even. But how do we know?)
Because we get you. We understand living a life well-lived is bigger than having the most money.
Learn about the Servant Money Method™ – our life-centered financial planning process that puts your life and financial well-being at the center of the conversation, not your money.
As financial advisors for women in Cleveland, Ohio, and, Westlake, Ohio, we specialize in helping our clients with retirement planning, wealth management, and financial planning.
It’s our goal to help our clients create a plan for their financial future that helps them feel more confident and secure. If you need help with retirement planning, wealth management, and financial planning in the Cleveland, OH, area, please contact our office today.
Women’s wealth needs are different.
{ Expect different from Burning River Advisory Group }
Start here and select the best fit for your life journey.
Widowhood
It's overwhelming. All of the questions, paperwork, and financial decisions you have to make when it's the last thing you want to do. Do you wish you had someone you trusted who could handle it for you?
"You Aren't Alone"
START HERE
Single (again)
Are you divorced (or in the midst of it)? Do you feel confident you'll be okay financially on your own? You are resetting to a new financial future. Would you like someone who's been there to guide you on this new journey?
"Single Again"
START HERE
Retire (wisely)
Do you know what your paycheck is costing you? Probably a lot. Time with family and friends. Lost personal experiences. Meaningful work. What if you didn't need to work for money anymore? What if there was a way to retire without surrendering to the unimaginative "I must work until Social Security age" doctrine? There is. We can show you how.
"Think Differently"
START HERE
Executive Achievement
Doors you never dreamed possible are opening. Your professional success has given you the opportunity for exceptional financial success. But, how do you take full advantage of these opportunities? The learning curve is steep. There's no need to go it alone. Lean on us as you take it to the next level.
"Let's Grow"
START HERE
Not sure where you fit? That's ok too.
Is this you?
“Money is too complicated and confusing. Overwhelming even. It’s so stressful and, some days, more than I can handle.”
Or maybe this is you…
“I really hate this money stuff. I’m a smart woman, but this stuff makes me feel so dumb.”
Why we are different.
As a result, women often believe finances are too complicated, too boring, or just too much for them.
This has to change.
You can check out the background of firms and investment professionals on FINRA’s BrokerCheck here.
The biggest challenge for today’s woman isn’t finding a financial advisor who understands her money.
It’s finding an advisor who understands her.
The Servant Money Method™, our proprietary life-centered financial planning process, puts your life and financial well-being at the center of the conversation, not your money.
It’s a process anchored in purpose and not the purse.
With expertise in working with women experiencing a significant life event, we understand the challenges you face when the lines between your money and your personal life become blurred.
You want to live a meaningful life, but you also don’t want to “live” too much and die broke.
The SMM™ was designed to give women the confidence to live their version of a meaningful life. To take away the anxiety and discomfort of not knowing what to do. To provide a clear vision of what life can be when you use your money to make a life instead of using your life to make money.
"All we can do is control what we can control, and make the smartest financial decisions possible. To put the odds on our side knowing our money is managed in a way that honors our life."
Our Mission
Ed Vargo and Melana Carbary run Burning River Advisory Group with a MISSION in mind.