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1760 North 21st Street, Newark, OH 43055

740-366-3111
greg.large@lpl.com
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Your Financial Life Deserves a Team in Your Corner

We're here to simplify the complicated, answer the tough questions, and help you move forward with a plan that truly fits your life.

What We do
Financial Guidance Built Around Your Life

We help people just like you take the next step with their finances — whether that's planning for retirement, supporting ongoing portfolio managment, or simply getting organized. Whatever you need, we're here to help.

WELCOME
You Don't Have to Figure It Out Alone

Money can be stressful. Planning for the future can feel overwhelming. But it doesn't have to be that way. We work with clients who want a steady team and a clear voice to help them navigate their financial lives. Our job isn't to talk over your head — it's to walk beside you, explain things clearly, and help you feel confident about the decisions you're making.

Our Solutions
Whatever You're Facing, We Can Help

Your financial needs are unique, and you deserve guidance that reflects that. Here are some of the ways we support our clients.


Portfolio Management

We'll help build and manage a portfolio that's designed around your goals — and we'll keep watch over it so you don't have to worry about every market headline.

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Retirement Planning

Retirement should be something you look forward to. We'll help you put a plan in place so you can approach it with clarity and confidence.

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Risk Management

Life is unpredictable, but your financial plan doesn't have to be. We'll help you identify risks and create strategies to help manage them.

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Estate Strategy

Planning for what comes next is one of the most meaningful things you can do for your family. We'll guide you through it with care and attention.

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Life Insurance

Life insurance can be confusing, but it doesn't have to be. We'll help you understand your options and find what fits your family's needs.box-empty

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HNW Client Guidance

Significant wealth comes with unique challenges. We provide hands-on support to help high-net-worth clients stay organized and on track.box-empty

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Extended Care Strategies

Long-term care planning is easy to put off, but addressing it early can make a meaningful difference down the road. Let us help you think it through.box-empty

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Small Business Guidance

As a business owner, your personal and professional finances are deeply connected. We'll help you bring both sides into focus.box-empty

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Social Security Strategies

Social Security decisions can have a lasting impact. We'll help you understand your choices and choose the path that makes the most sense for you.

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Cash Flow Analysis

Getting a clear picture of your income and spending is one of the most valuable things you can do for your financial health. We'll help you do just that.box-empty

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Education Strategies

Planning for education costs is a big deal for families. We'll help you explore your options and find a strategy that works without derailing your other goals.box-empty

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Charitable Giving

Giving back should feel good — and it can also be smart. We'll help you explore ways to align with both your heart and your financial plan.box-empty

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Special Needs Trust

If you have a loved one with special needs, planning takes an extra level of thought. We're here to help you build a strategy that puts their well-being first.box-empty

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Debt Management

Debt can feel like a weight. We'll help you create a clear plan to manage it while still making meaningful progress toward your goals.box-empty

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Financial Education

We want you to feel informed and empowered at every step. That's why we make ongoing education a core part of the work we do together.box-empty

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How To Get Started

About Our Firm
We're Here Because We Believe in What We Do

We didn't build this firm to push products — we built it to help people. Every client we work with has a different story, and we take the time to understand each one. Whether you're navigating a major life change or just want to get your finances in order, our team brings patience, clarity, and a genuine desire to help. With multiple professionals working together on your behalf, you get a broader range of insights and a deeper level of support. We measure our success by yours, and we're proud of the relationships we've built along the way.

Our Process
Getting Started Is Easier Than You Think

We keep things simple because financial planning should feel manageable, not overwhelming. Here's what working with us looks like.

1. Connect
Let's Start With a Conversation

We'll talk about your life, your finances, and what matters most to you — no jargon, no pressure, just an honest conversation.

2. Create
Build a Plan Around Your Life

Our team will design a personalized strategy based on your goals, your timeline, and the things that are most important to you.

3. Support
We'll Be With You Every Step of the Way

As your life changes, your plan should too. We'll provide ongoing support and adjustments to help keep you on track.

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Our Resources
Helpful Reads to Keep You Informed

We share resources regularly to help our clients stay informed and inspired. Take a look at some of the latest below.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.
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