Turning your Hopes & Dreams into reality

Get a free financial plan consultation

Our approach to working with clients starts with financial planning.

Our mission is turning your hopes and dreams into reality. 

Wealth management & financial planning

Financial planning

Retirement planning

Business planning

Investment management

Second opinions

Cash management & lending products

Education planning

Benefit package & open enrollment reviews

Estate planning services

Budget reviews

Our mission is to give you hope for a secure future

Meet Will Sumser

As a CERTIFIED FINANCIAL PLANNER, Will provides clients with options to help achieve financial goals and presents them with “what-if” scenarios helping them understand the implications of different strategies. Will helps clients take full advantage of financial strategies available to them.

A native Ohioan, Will exhibited entrepreneurial tendencies as early as fifth grade when he started his own lawn care business, as well as a lifelong saving and investing discipline. Using his lawn care savings, Will purchased his first stock investments as a sophomore in high school and still holds those stocks today. While attending the University of Cincinnati majoring in Finance and International Business, Will knew he wanted to be a financial advisor. Upon graduation, Will spent the next six years at Morgan Stanley as a valuable financial planning resource for his clients and for financial advisors in the firm’s Northern Ohio and Western Pennsylvania complex. Will’s passion for financial planning is only exceeded by his desire to help people make impactful choices to improve their financial lives and provide them with a greater sense of financial security and well-being.

As an Eagle Scout, Will has long believed in giving back to his community. Will supports Northeast Ohio area organizations such as: Business Network International-Crooked River Chapter, The Stow Munroe Falls Chamber of Commerce, the Pantry on the Corner, Rotary Club of Stow Munroe Falls, Orrville Area Boys and Girls Club, and the Wayne County Community Foundation.