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1760 North 21st Street, Newark, OH 43055

740-366-3111
greg.large@lpl.com
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About Us
We Genuinely Care About Your Financial Future

About
We Do This Because It Matters

We got into financial planning because we saw how much of a difference the right guidance can make — especially when it comes from people who genuinely care. Too many families feel overwhelmed or unsure about their finances, and we wanted to change that for the people in this community. When you work with us, you're not getting a sales pitch. You're getting a team that listens patiently, explains things clearly, and treats your goals with the care and attention they deserve.

What Makes Us Different
What It Really Means to Put You First

Everything about the way we work is designed around one thing: making sure you feel supported, informed, and confident in your financial decisions.

Our Mission

Our mission is to provide thoughtful, personalized financial guidance that helps the people in this community feel more confident about their future. We're here to simplify the complex and be a calm, steady presence when it matters most.

Our Vision

We want every client who walks through our door to feel heard, valued, and empowered to take meaningful steps toward the life they want — without ever feeling rushed or pressured.

Our Core Values

Empathy, patience, and integrity guide everything we do. We believe in taking the time to get it right, explaining things as many times as you need, and always acting in your best interest — no exceptions.

Meet The Team
Get to Know the People in Your Corner

We'd love to share a little about who we are, what drives us, and why helping people in this community is the most rewarding work we can imagine.

Greg Large

Greg A. Large, AIF®, RICP®

Wealth Advisor

Aaron Reed

Aaron T. Reed, AIF®

Wealth Advisor

Nancy M. Wood

Nancy M. Wood

Client Relationship Manager

Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call