Disrupting Financial Services: How One Practice is Changing the Investment Business

While so much in business has changed, one sector stands out as it operates much the same as when stock tickers dominated its offices.

Now, one independent practice, Arbor Avenue Private Wealth, has set out to lead disruption in personal financial services by doing things differently for clients in Northwest Ohio, with one of the practice’s partners living here.

It Starts with Cutting Fees and Costs

Arbor Avenue combines big investment firm experience with a nimble, client-centered approach that works to be different in important ways for its clients. It starts with reducing fees and costs that clients may have been paying at other firms for many years but also may not see just by glancing at their statements. “We’re a team of experienced professionals but we also think fresh about inve