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Welcome to SS&H Financial Advisors, Inc.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our primary objective is sustaining and increasing our clients’ wealth.

SS&H Financial Advisors, Inc. is an independent Registered Investment Advisor. We are an investment services boutique that tailors an investment plan to each client’s needs. Our clients are often people who have abandoned large brokerage houses in search of more personalized investment advice. They have often expressed their dismay about being put into a “model” portfolio rather than having their portfolio designed around them. In today’s fast paced media-driven world, SS&H takes the time to get to know you. We work with you to develop your unique plan, and then we implement that plan.

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Do I need an independent financial advisor?

Do you know your financial goals? Have you laid out a way to achieve those goals? Very few people take the time to PLAN their investments. A financial advisor makes you take the time, helps you look at the tough questions and steers you through the process.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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