Ownership Advisors, Inc. Media Center    

Call Us
Click here to engage us in a conversation about your challenges and objectives!

 

HOME WHY OAI OUR PEOPLE OFFERINGS MEDIA CENTER CONTACT
 
 

Published Articles

   'Gift of giving' teaches kids the right message
by Richard Tanner, Guest Columnist
Published in The Sun Courier on 12-17-2004

   Lessons of Depression fading fast
Stories by Teresa Dixon Murray
Published in The Cleveland Plain Dealer on 10-31-2004

   New look in planning: Not just value but values
Business approach incorporates the client’s life philosophy
Published in Investment News on 09-08-2004

   Advising BOOMERS
In Advising Boomers, Skill Trumps Age by: Warren S. Hersch
Published in National Underwriter Life & Health on 08-23-2004

   Estate Planning
Early start smoothes succession process
Published in Crain's Cleveland Business on 06-28-2004

   Avoiding 'death tax'
Inheritance isn't only option
Published in Akron Beacon Journal on 05-02-2004

   Tax time is good time to clean fiscal house
Records review leads to financial planning
Published in The Times-Picayune on 04-04-2004

   More than just Money: getting "values-based" financial planning
By Richard Tanner, President and Founder of Ownership Advisors, Inc.
Published in Money Magazine, More Than Money on 01-20-2004

   Leaving a Legacy
You'll have to go sometime, but the right planning can ensure your estate will live on
Published in Inside Business Magazine on 12-15-2003

   After the Amassing of Wealth
Older business owners look to give to social causes as well as family
Published in The News-Herald on 12-14-2003

 

 

 
Fee-based planning, asset management and securities
offered through LPL Financial Member FINRA/SIPC.

Member of Securities Investor Protection Corporation (SIPC).
For an explanatory brochure, please visit www.sipc.org.


6150 Oak Tree Blvd. Suite 390 • Park Center Plaza II • Cleveland, OH 44131
PHONE: 216-328-5538 | Directions to our office