Our Services
Asset Management
Investment accounts are managed by a financial advisor. Personalized financial planning is included. Advisor will invest in stocks, exchange-traded funds, mutual funds or fixed income securities. We primarily manage the following account types:
- IRAs and 401(k) plans
- Brokerage accounts for individuals and corporations
- Trust accounts
- Custodial and educational savings accounts
Financial Planning & Consulting
Creating an individual financial plan is our most popular consulting service for DIY investors. Our services are flexible to meet a variety of needs such as:
- Analyzing and recommending positions in a portfolio
- Preparing for later years using the best account type
- Protecting assets for beneficiaries
- Valuation of private businesses and public stocks
- Residential real estate rental analysis and guidance
Anthony J. Deem - Founder and President
Anthony focuses on financial planning and investment management for individuals and corporations as a full-time financial advisor. He has 19 years of experience working in the investment community.
Prior to Deem Asset Management, he serviced the world's largest wealth managers as an investment research professional for KeyBanc Capital Markets, Cleveland Research Co., Longbow Research, and Diebold Nixdorf.
As an entrepreneur for nearly a decade, small business clients benefit from his expertise in real estate and financial services.
During his free time, Anthony enjoys learning new technologies, family, friends, golfing, and snowboarding!
He graduated from Walsh University in 2006 with a Bachelor's degree in Finance.
Personal Financial Services
We are committed to helping individuals and families achieve their goals.
Comprehensive Financial Planning
Holistic assessment of your current financial situation
Goal-setting and strategy development for short and long-term objectives
Regular plan reviews and adjustments to keep you on track
Investment Management
Customized investment portfolios tailored to your risk tolerance and goals
Diversification strategies to balance growth and security
Regular portfolio rebalancing and performance reviews
Retirement Planning
In-depth retirement needs analysis
401(k) and IRA management and optimization
Business Financial Services
We understand that running a business comes with unique challenges.
Comprehensive Account Management
Owner and employee retirement account setup and management
Business succession and valuation planning
Strategic Tax Planning
Tax-advantaged investment strategies to maximize returns
Business structure optimization for tax efficiency
Flexible Management Solutions
Customized financial management styles to match your business needs
Regular financial health check-ups and strategy adjustments