First and foremost, Ownership Advisors helps successful families and business owners make confident decisions about advanced insurance, wealth transfer, and legacy — grounded in independent research and fiduciary discipline.
We also help families – like yours – think beyond simply passing wealth to the next generation…to consider how to give with purpose, to the people and causes you believe in. It’s planning that cements your heritage and lets you feel the impact of your generosity.
“He walks with you, walks with your family through hard decisions…it’s not just managing the money; it’s managing the legacy.”
— Client of 20 years
Ownership Advisors is led by Richard Tanner and Jordan Greenwald — advisors with decades of experience helping families and business owners navigate complex decisions. Behind them stands a specialized team in underwriting, advanced case design, private placement, and employee benefits — plus the strength of M Financial Group, a network of elite independent firms serving high-net-worth families for over 40 years.
We bring specialized expertise to the decisions that matter most — and we do it alongside the advisors you already trust, never in place of them. Explore how we help with:
Behind every strategy is a simple conviction — grounded in strong principles, including Christian values: that the things that matter most…our families, our health, our resources, and our time…are gifts to be stewarded well. It’s what our oak tree represents: strong roots, a sheltering canopy, and a legacy built to endure.
Richard writes on the topics that shape a lasting legacy — family stewardship, business transition, generosity, and living better, longer. Explore his articles, white papers, and reflections.
Most people tell us insurance feels complicated — Am I paying too much? Do I have the right coverage? Is it aligned with my other assets and my family’s goals? Our short assessment is a simple first step toward clear, confident answers.
The best next step is a conversation — no agenda, no pressure. If what you’ve seen resonates, we’d welcome the chance to get to know you and what matters most to you and your family.
Ownership Advisors is a Cleveland, Ohio–based firm that helps successful families and business owners make confident decisions about advanced life insurance, wealth transfer, and legacy planning. Its work is grounded in independent research and fiduciary discipline, and often grows from a single insurance question into a long-term plan for a family’s wealth and purpose.
No. Ownership Advisors is built to complement — not compete with — the estate planning attorneys, CPAs, and wealth managers a family already trusts. The firm works alongside those advisors to bring specialized insurance and legacy planning expertise to the team.
Ownership Advisors is affiliated with M Financial Group, a network of elite independent firms that has served high-net-worth individuals, executives, and employers for more than 40 years. That affiliation provides access to specialized products, underwriting, and resources most standalone firms cannot offer.
Most relationships begin with a short assessment or a simple conversation. The assessment helps clarify whether your insurance is aligned with your assets and family goals; from there, the next step is a no-pressure conversation with the team.
Ownership Advisors is led by Richard Tanner and Jordan Greenwald, advisors with decades of experience guiding families and business owners through complex planning decisions. They are supported by a specialized team in underwriting, advanced case design, private placement, and employee benefits.
Ownership Advisors focuses on four practice areas: Wealth Transfer & Insurance, Business Transition, Legacy Planning, and Employee Benefits — sophisticated solutions built around each family’s purpose.
Ownership Advisors serves successful families, business owners, and multi-generational households with complex planning needs — particularly those who want to pass on wealth with purpose, including giving to the people and causes they believe in.
