Independent by Design.
Intentional in Every Plan.
Built for Your Entire Financial Life.

“My wife and I have relied on Cole Condon as our financial advisor for more than 20 years, and he has been a steady, trusted presence through every chapter of our financial life. From planning for our sons’ educations to growing our assets to now managing our retirement income, he has guided us with clarity and confidence. Cole has helped us weather market ups and downs, always keeping our long term goals in focus. We meet regularly and stay in close contact about market conditions, strategy shifts, and retirement decisions. Cole is highly professional, consistently responsive, and unwavering in his commitment to his clients’ financial well being. He is an invaluable partner in our financial journey.”

- Gary M., North Royalton, OH

“Blake has been a valuable advisor to my small businesses, bringing creative, out-of-the-box solutions that combine tax strategy, investment planning, and long-term retirement preparation. His guidance has helped me maximize profitability, strengthen investment returns, and manage risk with greater confidence. Most importantly, Blake has helped outline a clear transition plan as I move toward retirement.”

- David D., Eatonton, GA

“I’ve worked with Cole Condon for over 25 years, and he has been a cornerstone of my family’s financial planning. He is diligent, highly responsive, and consistently puts our best interests first. My wife and I have complete trust in him, and we value his strong understanding of both our short- and long-term goals. With Cole, we benefit from a comprehensive, 360-degree strategy that covers everything from retirement planning and insurance to tax strategy and 529 accounts. He is the definition of a full-service financial advisor.”

- Ryan E. Cardiff-by-the-Sea, CA

“As a CPA, I have a very high bar for the financial advisors I recommend and work with for my clients. In working with Blake Dickens, he has been a breath of fresh air in how he plans and attends to his client's financial needs. Blake doesn't just focus on the standard investment returns for his clients; he deeply understands the critical interaction of wealth management, business optimization, and proactive tax planning strategies. What truly sets Blake apart is his expertise in advanced corporate planning. When we look at complex corporate structures, pass-through entities, and year-end planning, Blake always seems to be on board with these matters. He is incredibly analytical, data driven, and maintains a high level of integrity that is rare in this industry these days. I am confident when handing a client over to Blake as a referral, knowing their portfolio, their business structure, and their tax efficiency recommendations are in good hands.”

- Rich Warfield, CPA, Warfield & Company CPAs, Ltd., Hudson, OH

“Cole has been our financial advisor for 20 years, helping us navigate many different life stages with thoughtful guidance and care. He is attentive, proactive, and always helps us prepare for what is ahead. He goes above and beyond in every way and we trust him completely to keep our family’s best interests in mind!”

- Jessica M., Chagrin Falls, OH

"I have worked with Blake Dickens as my financial advisor for the past six years, and it has been a very positive experience. Throughout that time, I have found him to be professional, knowledgeable, and consistently responsive whenever I have had questions or needed guidance. What I appreciate most is that he has taken the time to understand my personal financial needs and has built my portfolio that supports both my short-term priorities and long-term goals. Blake has followed through on what we discussed and delivered the results I hoped for. I value his guidance and look forward to continuing to work with him as he manages my portfolio with care and attention.”

- Ron T., Malvern, OH

“I've had the privilege of partnering with Cole and his team for over 20 years. In that time, I've witnessed firsthand his consistent dedication to his clients — he treats every person and every detail with the same high standard of care I'd expect from my own firm. Cole has a genuine talent for breaking down complex financial planning concepts in a way that's both clear and concise, which makes clients feel confident in their decision making. He doesn't just identify planning opportunities; he comes to the table with strong, actionable recommendations and unfailing follow-through that deliver real results for his clients.”

- Andy Henton, CPA, CFP® - Managing Partner, Owner, Henton & Associates

“I highly recommend working with Cole Condon and his team. I have been working with Cole for over 25 years and consider him a fantastic financial advisor. He will prioritize his clients needs, is always there to consult on a variety of financial questions, and has at his disposal connections throughout the industry. I have been impressed with Coles financial acumen, consistent delivery of results, and compassion and patience for his clients’ needs and aspirations. I can’t speak highly enough about working with Cole and his team!”

- Nick A., Arvada, CO