John Marchand

With over 20 years of experience as a wealth advisor, John brings a deep understanding of comprehensive wealth management and a genuine commitment to helping families reach their financial goals. That same knowledge and care has made him a natural mentor to the firm’s advisors.

As Head of Advisor Training and Development, John continues to work directly with clients while mentoring advisors and refining the firm’s training programs. His focus is on building an environment where advisors feel empowered to deliver thoughtful, personalized guidance, so all clients benefit from that same standard of care, and advisors can thrive.

John holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Special Needs Consultant (ChSNC®) designation. He earned his Master of Business Administration in organizational leadership from Youngstown State University and his Bachelor of Arts in marketing management from The University of Akron.

He lives in Copley, Ohio, with his wife and two children. Each year, they choose a few different organizations to volunteer their time with; past organizations have included Haven of Rest and Akron Snow Angels.