Also known as presper financial architects
Presper Financial Architects is a fee-only fiduciary wealth management firm in Akron, Ohio, founded in 2017 and managing about $363 million. It builds retirement strategies customized for individuals and families. Its services include retirement planning, income planning that draws on various sources, tax planning aimed at tax-efficient strategies, investment management with portfolios matched to goals, risk tolerance and timeline, and direct indexing, which involves owning the individual securities of an index to allow customization and tax optimization. The firm uses sample case studies to illustrate the clients it helps, such as married couples approaching retirement.
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Presper Financial Architects is a wealth manager based in Akron, United States, managing approximately $363M in assets.
Presper Financial Architects is headquartered in Akron, United States.
Presper Financial Architects manages approximately $363M in assets under management.
Presper Financial Architects was founded in 2017.
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