We are a family-owned, independent financial and insurance advisory firm based in Maumee, Ohio. Led by founder Steven Wise (MBA, CF2®) and co‑founder Rhonda Wise, our firm serves as a highly personalized “chief financial officer” for our clients—offering tailored wealth management, retirement planning, Medicare and insurance advice, and broader financial planning services. We focus on client control, ethical independence (A+ BBB rating), and ongoing education through our seminars and one-on-one sessions to help our clients feel confident and secure about their financial futures.

Beacon Associates Financial

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