How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
Private Wealth
Financial Wellness
Our Story
HUB Retirement and Wealth Management – Findlay provides innovative retirement planning services to organizations and their employees, and wealth management services to professionals. We are vendor neutral and help to ensure transparency in making investment recommendations and decisions. We provide education, resources, tools and research to help our clients pursue their financial objectives, coupled with exceptional client service. We assist you with the design features of a retirement plan that best suits the needs of both your company and your workforce. We believe that getting employees “retirement ready” requires more than just providing a good retirement plan and a range of investments. We believe driving employees behavior through plan design and education are key deliverables in making a difference. We want to be known for helping people replace their paycheck during their longest period of unemployment (retirement) while delivering an unsurpassed level of proactive service to our clients. Our client-centric approach to financial planning and wealth management seeks to place your interests first at all times. We never lose sight of the trust and confidence you place in us to lead you and your family along the path to financial well-being. We do this by taking your pulse through life changing events, market shifts and changes in your goals or objectives… helping you to make the best possible decisions at every turn in your path.
Upcoming Events
Take a look at upcoming events hosted by our firm.
The Real Cost of Healthcare in Retirement and How to Prepare
3 Big Risks You Might Face After Retiring
How to Find Old Retirement Accounts and Consolidate Them
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
Market Commentary: July 2025 Recap
Going, Going, GoneLuke Combs Like the changing of the seasons /Good things, they come and then they go The end of July...
2025 Mid-Year Roundtable Summary
[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick...
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM EST
Office Addresses:
655 Fox Run Road, Suite A, Findlay, OH 45840
Office Contact:
(Main) 567-301-3931
We’re by your side for all your needs, in business and in life.
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