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Ownership Advisors > The Ownership Advisors Team > What’s up with the Oak Tree Logo?

What’s up with the Oak Tree Logo?

 
What's Behind the Oak Tree Logo?
Richard Tanner talks about the meaning behind the new Ownership Advisors logo


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Richard Tanner tells the story:
"My Dad was a master pattern maker and could build almost anything out of wood. As a result, a lot of things were made of wood in our home, especially oak, because it was strong and plentiful. Today, my wife and I own an older home in Lakewood Ohio where majestic old oak trees are everywhere. It takes 100 years for an oak tree to fully mature and like the oak, solid families often take two or more generations to reach full strength and maturity. Like an oak, families need strong roots to survive the storms that lie ahead. You see, we believe money without a mission is a mistake, so we’ve developed a unique planning process designed to help you connect your money to your mission through family wealth counseling, coaching and wise money management."

Please call us to learn more about how we might serve you.

 

 
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.


6100 Oak Tree Blvd., South • Park Center Plaza I, Suite 420 • Independence, OH 44131
PHONE: 216-328-5538 | Directions to our office