Empowering You to Build a Better Life
Serving Northwest Ohio and Beyond Since 1995
For over 30 years, we’ve guided individuals, families, and organizations with one clear purpose: to put your interests first—always.
As an independent, employee-owned financial advisory firm, we do so much more than manage money. We are here to listen, guide, and walk with you through every season of life. Our proprietary MarketPlus® Investing process blends science and structure to help you pursue your goals with clarity and confidence. We bring the discipline of a major investment center with the heart of a community-focused firm.
What truly sets SJS apart is our culture: we’re grounded in small-town values, driven by a spirit of service, and committed to giving back. And we don’t just say we put people first; we uphold this core belief in everything we do.
Who We Serve
We provide personalized investment and planning solutions for individuals, families, business owners, nonprofits, and public funds—helping each client navigate life’s complexities with clarity and confidence.
Individuals + Families
Multi-Family Office
Business Owners
Nonprofits + Foundations
Corporate Retirement
Plans
Public Funds
National Recognition
Clients choose SJS because of the support we provide and the tailored solutions we deliver. We are proud to be a nationally recognized high-net-worth financial services firm with $2.8 billion assets under management.*
Financial Advisor Magazine RIA Rankings (2016-2025)
CNBC FA 100 Ranking (2025, 2024, 2023, 2021)
Forbes / Shook Research List of America’s Top RIA Firms (2022-2025)
Please see our Disclosures page for more information about the awards & recognitions.
*As of 9/30/25.
Our Approach
At SJS, we take a comprehensive, people-first approach to wealth management—built on listening, planning, and purposeful investing. Whether you're preparing for retirement, growing your business, or building a lasting legacy, our nationally recognized financial advisory team is here to walk alongside you with clarity and care. Our expertise includes investment management, financial & goal-based planning, retirement strategies, tax & estate coordination, legacy support, business succession planning, and philanthropic giving.
“Every client has a unique story. Their family, their values, the impact they want to make—it all matters. And we believe helping them navigate life’s complexity with wisdom, clarity, and confidence is one of the most meaningful things we can do.”
— Founder and CEO, Scott J. Savage
What’s New With SJS
Schedule a Discovery Meeting
We’re here to help you live the life you love, care for the people you cherish, and achieve your dreams. Reach out today to schedule your complimentary discovery meeting and take the first step toward achieving your financial goals.
Call (800) 434-4406, fill out the form below or visit our Contact page for more information.