Bringing humanity to financial planning.

About Us

Wealth, the
way you see it.

We’re an independent financial advisor with a deep commitment to family-like client care. We take the time to truly know you so we can help you make intentional decisions with your money. We’re here for the long run. Your goals become our goals, and your success becomes our success.

SD Capital advisors gather to build a strategic financial plan

SD Capital team member smiling in office lounge

Wealth isn’t just about numbers. It’s about providing for your family and securing a future that reflects your values. We’ll strip away the industry speak and stress points, allowing you to see your money plainly. Then, we’ll build a plan that has your best interests at heart.

Learn More

“As long as we’re helping you achieve your version of success, then we’re doing our job.”

Brent Shimman
Co-Founder

Our Process

100% personal to you.

We believe that good financial planning is the product of close, one-on-one collaboration.

No one-size-fits all approach, just well-informed advice that begins with understanding your vision.

Our Process

Questions we get.

Am I a good fit?

If you're a hardworking professional in Ohio, the Midwest, or beyond, and you value straightforward financial advice and collaboration, we're likely a good fit. Our clients understand the value of hard work, honesty, and intentionality, and want a financial partner who sees financial planning as a true partnership.

What services do you offer?

We provide full-picture financial planning services, including tax planning, retirement planning, investment advice, and trust and estate planning strategies. We work with you to create a holistic plan that touches on every aspect of your wealth.

How are you compensated?

We are a fee-based financial advisory firm. Our compensation is transparent and based on the services we provide—meaning no commissions or kick-backs. We’ll always discuss our fees upfront, so you know exactly what to expect.

Do you help with taxes?

Yes, we handle all your tax needs. We'll prepare your returns accurately and create detailed projections to help you maximize your after-tax wealth over time. You'll receive hands-on support throughout the year, including clear projections to anticipate your tax bill and direct correspondence with the IRS and state tax authorities on your behalf.

How do you approach retirement investing?

We focus on long-term strategies and a modern portfolio strategy, emphasizing diversification and risk management. Our approach is designed to help you build a secure and sustainable retirement portfolio that puts your mind at ease.

Are you a fiduciary?

In our capacity as financial advisors, we are fiduciaries—legally obligated to act in your best interests. Our advice is objective and client-centered.

What qualifications do you have?

We are a team of CERTIFIED FINANCIAL PLANNER™ professionals with decades of experience in the industry. We hold key industry credentials, including FINRA Series 7, 24, 63, 65, and 66 licenses, as well as multiple life, health, property, and casualty insurance licenses.