Wayne Financial LLC

Overview

Wayne Financial LLC is an Ohio-based, independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, combining financial planning and portfolio management for individuals, small businesses, and institutional entities. Its business mix also includes insurance brokerage, and it reports fee arrangements that include a percentage-of-assets model alongside hourly billing. The adviser identifies itself as a traditional wealth manager rather than an allocator to third-party private funds. It does not report active ESG investing as part of its stated approach, and it is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices