Mediate Financial Investment Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individual investors, retirement plans, and business clients, delivering tailored written financial plans and ongoing account management after an initial consultation. The firm reports managing about $106.4 million in client assets and works with clients through a data‑gathering process to define goals, risk tolerance, and investment objectives.
The firm’s investment approach emphasizes asset allocation and cyclical investing and is implemented through several proprietary model portfolios (All‑Assets; Greatest Hits; Cyclical Super Sector; International Titans); it typically seeks discretionary authority to execute trades on clients’ behalf. It recommends Charles Schwab as the qualified custodian, does not use soft dollars, does not aggregate trades, and provides regular custodial statements for client review.
Notable uncommon features disclosed in the brochure include the owner’s concurrent ownership of an affiliated licensed insurance agency and a tax‑preparation business, with the owner dedicating roughly half of his time to those activities and the firm describing the resulting conflicts and mitigation steps. The firm also points clients to public disclosure resources (including its CRD number and SEC filings) and indicates it advertises third‑party ratings in its materials.
Client services
Expertise
Fee options
$1,200 fixed fee for comprehensive financial planning
1.45% annually, negotiable
$150 per hour for consulting related financial planning services
Minimum fee: For hourly financial planning: minimum $300; maximum $20,000 Fee-only: Financial planning fees charged hourly ($150/hour) or fixed fee ($1,200 for comprehensive planning)
Main office
6674 Tippecanoe Rd, Suite 6
Canfield OH 44406
Advisors at this office
3
Most active in
Ohio · Pennsylvania · Texas
Also doing business as
Mediate Financial Investment Advisory Services, LLC · Mediate Financial Services, Inc. · Mfs Investment Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher M
Series 63, Series 65
Canfield, OH
Mediate Financial Investment Advisory Services, LLC
Christopher Mediate is a financial advisor with Mediate Financial Investment Advisory Services, LLC in Canfield, Ohio. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Mediate has worked at his affiliated firms since 1994 and dedicates approximately half of his time to insurance sales and tax planning through his ownership of Mediate Financial Services, Inc. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individual investors, retirement plans, and business clients. The firm uses proprietary model portfolios focused on asset allocation and cyclical investing and typically seeks discretionary authority to manage client accounts.
Christopher M
Series 65
Canfield, OH
Mediate Financial Investment Advisory Services, LLC
Christopher Mediate is a financial advisor at Mediate Financial Investment Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and has been involved in financial services since 2013, including managing his own affiliated licensed insurance agency. Prior to his current advisory role, he spent four years at Ohio University. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individual investors, retirement plans, and business clients. The firm uses a data-driven approach to define client goals and risk tolerance, implementing investment strategies through proprietary model portfolios and maintaining discretionary trading authority.
John R
Series 65
Canfield, OH
Mediate Financial Investment Advisory Services, LLC
John Ryan is a financial advisor at Mediate Financial Investment Advisory Services, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Mediate Financial since 2017 in various capacities. Outside of advising, he is a licensed insurance agent involved in life and health insurance sales. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individual investors, retirement plans, and business clients. The firm uses a data-gathering process to define client goals and applies an investment approach focused on asset allocation and cyclical investing through proprietary model portfolios.
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