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Focusing on today’s priorities for both you and your family can often overshadow planning for the future. However, having a plan in place can help you feel secure today and ready for tomorrow.

We understand that your investment objectives are unique. Our experienced team will work with you to gather information about your time horizon, risk tolerance, tax status, income needs and any other special considerations to help you set realistic goals and develop an investment strategy that will help you reach them.

CBIZ IAS can assist you with the following:

Investment Management

Build a diversified portfolio that is personalized to your goals and objectives.

Performance Analytics & Reporting

Deliver a comprehensive asset allocation, performance and benchmarking report.

Account Aggregation

Provide a secure portal to view a holistic picture of your financial life.

Cash Flow Analysis

Model and analyze the likelihood of meeting your income, savings and expense needs.

Retirement Planning

Tailor retirement savings to fulfill future lifestyle goals.

Philanthropic Giving

Help develop a strategic plan to achieve and maximize charitable ambitions.

Life in a Box

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Questions about Financial Planning?

One of our advisors will schedule a time to chat with you.

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Your-Success-Our-Mission

Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.

Contact Us

5959 Rockside Woods Blvd. N., Suite 600 | Cleveland, OH

Contact Us

5959 Rockside Woods Blvd. N., Suite 600
Cleveland, OH

About Us

CBIZ Investment Advisory Services is a national provider of investment advisory and investment management services. We serve the investment needs of: individuals, trusts, defined contribution plans, defined benefit plans, cash balance plans, foundations & endowments, corporate liquidity accounts, and OPEBs. We work with clients to implement our investment approach, tailored to meet their unique needs.

About Us

Individuals and Families