James Orwig, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
Jim Orwig is a CERTIFIED FINANCIAL PLANNER™ professional with Equitable Advisors. Jim provides financial services and investment planning strategies for individuals, families, and owners of closely held businesses. Jim is an active member of Northeastern Ohio, serving clients in Akron, Canton, Cleveland and the surrounding area.He is dedicated to helping his clients build their financial future through proper planning and a strong working relationship.
My education, experience, and professional affiliations have developed a practical planning approach with my clients. Rather then just recommending a combination of unrelated products, I work with you to formulate a strategy to help achieve your specific goals. The Discovery process I use provides a clear direction on where you want to go and what it is going to take to get there. I look forward to meeting you and developing a relationship that will last through the years. Thank you for visiting.
My wife, Linda, and I reside in Hudson, Ohio.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.