In Your Best Interest

Spinnaker Financial Group, LLC is a Registered Investment Advisory (RIA) firm with the State of Ohio. As an RIA firm, we have a fiduciary responsibility that we embrace. We will always act in the best interest of our clients.

We are fee-only financial strategists providing financial planning and investment management services and advice. In other words, we do not sell products of any kind for a commission. We also find it important to work with your other professionals (attorneys, accountants, tax preparers, insurance agents, etc.) to help ensure that your entire financial life is coordinated.