A real relationship Helping you pursue your life's goals

Joshua Basen, CRPC®

First Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)

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2055 Crocker Road
Suite 201
Westlake, OH 44145

Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.

Joshua Basen has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019
  • Forbes America's Top Next Generation Wealth Advisors, 2018


Creating your legacy

Creating a legacy that lasts

Long-term investment themes

Long-term investment themes