Frank Dobnikar

Founder, Financial Advisor

My Philosophy

I believe everyone deserves a thoughtful financial plan and a trusted advisor in their corner, but there’s no one-size-fits-all approach. It’s your story and your goals. That requires its own unique plan. Good planning should give you more control, flexibility, options, and help you strike the right balance between enjoying life today and planning for tomorrow. As your life changes, your plan should change with it. That involves a collaborative partnership that’s personal, proactive, and focused on your long-term. Regular communication and straightforward advice along the way just becomes the mortar to a long lasting client relationship.

Who I Help

I help hardworking families and business owners bring every piece of their financial life together, so their decisions feel simpler instead of more complicated. My best clients are professionals, business owners, and pre-retirees or retirees whose financial lives are becoming more consequential and interconnected. They’re people who want a trusted advisor that sees the whole picture, helps consolidate accounts, and proactively spots opportunities.

Why I Became an Advisor

Budgeting and financial planning were ingrained in me growing up in a hardworking household. I watched my parents work multiple jobs and make sacrifices to give us a better shot at success. There was so much heart to it, and this helped build the foundation for me to help people. I still love sitting down with a family, hearing their goals, and building a plan together that adjusts with them, as life happens.

Outside the Office

My wife, Elizabeth, and I have been married more than 20 years and have three kids — Olivia, Henry, and Jenna — plus our Labradoodle, Nala. Faith and community matter a lot to our family; we’re active in our church, where I’m a member of the Knights of Columbus, and we spend a lot of time at our kids’ activities and local events around Ohio and Lake Erie.

Credentials & Experience