Trueblood Wealth Management, LLC is a small investment advisory firm based out of Lima, OH, offering comprehensive wealth management services to a diverse clientele. With a team of two dedicated professionals, including one investment advisor, they strive to provide personalized financial guidance and investment strategies tailored to the unique needs and goals of their clients. Led by the experienced and knowledgeable Phillip Trueblood, one of the firm's longest-tenured registered advisors, Trueblood Wealth Management, LLC has built a reputation for delivering exceptional client service and sound investment advice. With a deep understanding of the financial markets and a commitment to staying abreast of industry trends, they aim to help clients navigate the complexities of wealth management successfully. Trueblood Wealth Management, LLC manages an impressive average of approximately $16,680,000 in assets under management per investment advisor. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring their interests align with their clients' long-term financial success. Catering primarily to high net worth individuals, Trueblood Wealth Management, LLC oversees over $274,105,000 in assets under management for more than 130 individual clients. While the majority of their managed assets are discretionary, they also possess the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With their commitment to personalized service, expertise in investment management, and a strong track record of success, Trueblood Wealth Management, LLC stands as a trusted partner in helping clients achieve their financial objectives.

Reservoir Wealth Management, a small investment advisory firm based in Lima, OH, caters to over 340 individual clients, entrusting them with assets under management exceeding $126,352,000. With their office located in Lima, Reservoir Wealth Management serves a diverse clientele, including employer 401K plans and individuals seeking expert financial guidance. The firm boasts substantial experience in managing these types of assets, with approximately 84% of the total assets under management falling under their discretionary management. Reservoir Wealth Management's compensation structure offers clients various options, including a percentage-based fee tied to the assets under management as well as hourly charges. The firm takes pride in their personalized approach, providing investment advisory services to clients through their team of two dedicated employees. These professionals collectively oversee an average of approximately $63,180,000 in assets under management per investment advisor, aligning with the industry average. Jared Walsh and Shawn Goetz stand as two of Reservoir Wealth Management's longest-serving registered advisors, contributing their extensive expertise and commitment to the firm's success. With their comprehensive knowledge of the financial landscape and commitment to client satisfaction, Reservoir Wealth Management strives to provide tailored investment strategies that align with the unique goals and risk tolerances of their valued clientele.