Customized financial planning and investment management

We’ll help give you clarity and confidence in your financial future

You’re here because you have clear goals that are guiding your life and plans. And yet, that clarity may not extend to your current financial planning and investment management.

Here's what sets us apart

When you come to Accession, you're not just getting a financial advisor. You're getting a comprehensive wealth management service that's been carefully built from the ground up to provide the best possible advice for affluent individuals and their special, complex needs.

We've been providing our fundamentally different approach to clients throughout the Midwest for more than a decade, and now we're offering you a smarter way to plan for your financial future, too.

• An entire team of financial specialists under one roof: They cover financial planning, investment management, retirement and income planning, risk management and insurance services, tax strategies and estate planning to offer a 360 degree perspective on your financial life.
• An independent firm: You get unbiased, objective advice crafted by specialists for your unique situation. We don't work for Wall Street, and we don't sell our own products.
• Partnership guided by your values: Your financial plan evolves through our Values-Driven Planning approach, where we learn what's important to you, and then align your financial plan with what we learn.
  Then, we provide you with our Commitment to Continuous Advice, where through our disciplined schedule, we ensure your plan in alignment, now and in the future.

With our Accession wealth management service, you’ll have a rock-steady vision to make sense of the ever-changing world of investment strategies, and you’ll be confident that the comprehensive financial plan and the investments you own are driving to fulfill what you, as an individual, value most.