The Ferber Group Partners With True Wealth

William "Bill" Ferber of the Ferber Group, located on the west side of Cleveland, has partnered with True Wealth Design. Our firms share a mutual commitment to supporting clients in reaching their financial life goals through well-integrated financial planning and … Continue reading

Plans To Prosper Partners With True Wealth

Plans To Prosper (P2P), located in Wexford, PA, has partnered with True Wealth Design, effective December 30, 2022. Our firms share a commitment to supporting clients in reaching their financial goals through comprehensive and well-integrated financial planning, investment management, and … Continue reading

We Are a 2022 Weatherhead 100 Winner!

True Wealth Design is proud and honored to be selected by the Case Western Reserve University School of Management as a 2022 Weatherhead 100 winner. Established in 1988, The Weatherhead 100 is the premier celebration of Northeast Ohio’s spirit of entrepreneurship … Continue reading

Ep 68: My Journey As A Financial Planner

Fish mislabeling was once rampant in the US. Thought you were getting Red Snapper? Surprise! You get porgy or tile fish. Deceptive marketing for profits at best and exposing consumers to serious health risks at worst,

Sadly, many ‘financial advisors’ are similarly mislabeled and may cause financial harm. Listen to Kevin Kroskey, CFP® and Tyler Emrick, CFP® share a behind-the-scenes conversation on the training (or lack thereof) they received when entering in the profession. Hear what they didn’t know then and what they do know now, as it’ll help you become a more informed consumer. Continue reading

Ep 61: Welcoming Ron Wyatt, CFP® as a New Partner

We’re excited to make a big announcement on this episode of Retire Smarter. Kevin is joined by True Wealth Design’s newest partner, Ron Wyatt, who brings more than 25 years of financial planning experience to the firm. A lot of existing listeners will be hearing from Ron for the first time, so we’ll spend some time getting to know his background and professional journey. And new listeners will also get to learn more about Kevin’s experiences. Continue reading