Toledo’s Fiduciary Financial Advisors

A Hands on Approach to Wealth Management

Croak Asset Management combines the best elements of a small firm’s attention and dedication to our customers, with the experience and tool set of the biggest asset management firms in the industry. As fiduciaries, we are legally responsible to our clients to act in their best interests, and are required by law to be as transparent about management and fee structure as possible. This setup is 100% upside for the client, and reflects our commitment to you.

Our boutique business structure, depth of experience and professional resources have helped us grow into one of the most respected investment consulting firms in the Toledo area.

Simplifying the Planning Process

Croak Asset Management provides simple, effective solutions that make sense to you. Financial planning shouldn’t be a mystery to anyone, and we want our customers to understand and be comfortable with the direction we choose together.

An Independent Partner on Your Side

Freed from any partnership besides the one we agree to with you, Croak Asset Management puts your financial needs first and foremost. As fiduciaries, we are required by law to be transparent about our investment strategies and fees being charged for management.

Boutique Services & Personalized Attention

Every client is different, and every client’s plan should reflect the unique needs and expectations they have for their financial future. We start from scratch, working with you to develop a financial plan that makes sense and meets your needs.

Our Promise

We will always be honest and dependable

We will always be available to discuss concerns or questions

We will provide you with timely and accurate information

We will monitor your accounts to help ensure objectives are being met

Start Planning for Your Future Today.