Company Overview

Victory Financial is a fee-based independent wealth management firm serving Northeast Ohio.  Victory Financial takes a holistic approach to your financial goals and provides experienced, objective and conflict-free financial advice to its clients looking for a prosperous and secure future.  Our philosophy is to invest in common alongside with our clients – we “eat our own cooking”.  You will receive unbiased advice and transparency. Victory Financial is firmly committed to this philosophy.

Company Services

Wealth Management is the integration of Financial Planning and Investment Management. It is a comprehensive approach to managing our client’s wealth. Through client-specific financial analysis and investment research, our services are designed to secure your financial well being for the long-term. Our clients realize value in the following areas:

• Retirement Income and Capital Needs Analysis
• Investment Analysis and Ongoing Management
• Estate Planning and Tax Minimization
• Life, Disability and Long Term Care Insurance Needs Analysis
• College Planning

We accept new clients when we believe there are high odds that Victory Financial will improve and add value to their situation.  We limit the number of client relationships we accept, ensuring our clients receive the attention they deserve. Communication with clients is a priority. We meet with clients on a regular basis. We also work closely with our client’s team of outside advisors – estate planning attorney, tax advisor, etc. – to ensure coordination of activities.  Every action we take must pass the basic question – “Is this the right thing for the client?”