SS&H FINANCIAL ADVISORS, INC.

Overview

Ss&H Financial Advisors, Inc. is a corporation that has been SEC-registered since 1982 and operates primarily as an advisory firm for individual, family and institutional clients. The firm runs discretionary portfolio management as its main advisory activity and also provides portfolio services for small businesses and institutions on an advisory basis. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements, so clients can expect both ongoing managed accounts and project-based work. Investment activity shows a clear tilt toward publicly traded equities and exchange-traded strategies: the firm identifies equities as its preferred asset class and concentrates the bulk of invested assets in liquid, listed securities. Ss&H is not positioned as a capital allocator to external alternative managers, and it does not identify as an active ESG investor. Its structure and service mix indicate a traditional wealth-manager profile that prioritizes equity exposure with complementary fixed-income and pooled-fund components.

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Location & Offices