Akron, Ohio | December 26, 2025
Serving as Successor Advisor to Welsh Hills Financial Clients
True Wealth Design, an Ohio-based, SEC-registered investment advisory firm, today announced the acquisition of Welsh Hills Financial, LLC, a respected, fee-only financial planning firm founded in 1994 and based in Newark, Ohio.
Through this acquisition, True Wealth Design will serve as the successor advisor to Welsh Hills Financial Services clients, ensuring continuity of fiduciary advice, preservation of long-standing client relationships, and expanded long-term resources to support clients’ financial goals.
Welsh Hills Financial Services was founded by Elizabeth Caldwell, CFP®, who has served individuals and families across Central Ohio for more than three decades. The transaction reflects a carefully planned transition as Caldwell begins stepping toward retirement, while prioritizing stability, trust, and uninterrupted service for clients.
“This decision was made thoughtfully and deliberately,” said Caldwell. “I evaluated 25 advisory firms with one guiding question: What is best for my clients? True Wealth Design distinguished itself through its fiduciary culture, alignment with how I serve clients, and the depth of its professional resources. I am confident this acquisition provides my clients with the strongest possible long-term home.”
Continuity for Clients
As part of the transition, Elizabeth Caldwell and long-tenured team member Mary Ann Dwyer will remain actively involved through 2026, working alongside True Wealth Design to ensure a smooth and seamless handoff of client relationships. Clients will continue to be served from the existing Newark office, and current phone numbers and Schwab custodial relationships will remain unchanged.
True Wealth Design has a proven history of successfully integrating advisory practices, maintaining continuity for clients during transitions, as well as providing enhanced services and capabilities.
“Elizabeth has built an exceptional practice grounded in trust, planning, and long-term relationships,” said Kevin Kroskey, CFP®, CEO and Founder of True Wealth Design. “We are honored to carry that legacy forward and to serve Welsh Hills clients as their successor advisor, while expanding the depth of planning, investment, and tax resources available to them.”
As part of the acquisition, Audrey Petrus, CFP®, an experienced Wealth Advisor who joined True Wealth Design after a similar succession transition in 2022, will become the Primary Advisor for former Welsh Hills Financial clients. She will be supported by True Wealth Design’s collaborative teams across Wealth, Investments, Operations, and Tax & Accounting, providing coordinated, comprehensive service.
About True Wealth Design
True Wealth Design is an SEC-registered investment adviser headquartered in Akron, Ohio, serving clients with an integrated approach to financial planning, investment management, tax strategy, and business advisory services. The firm has a team of approximately 24 professionals, nearly half of whom hold gold-standard credentials such as CFP®, CFA®, or CPA. The firm has received national recognition from USA Today and others for excellence in wealth management and client experience.
In addition to its wealth services, True Wealth Design has a growing tax and accounting division that serves more than 350 business owners and prepares over 1,600 tax returns annually. This depth of experience allows wealth and tax advisory teams to collaborate closely to better serve clients in a more coordinated manner with a more seamless experience. (Clients are not required to use these services.)
For more information on True Wealth Design, please visit www.TrueWealthDesign.com.