Mediate Financial Investment Advisory Services, LLC
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About
Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individuals, pension and profit‑sharing plans, and business entities. Its services include tailored written financial plans and ongoing account management built from a data‑gathering process to determine goals, time horizons and risk tolerance.
The firm’s investment approach emphasizes asset allocation and cyclical sector rotation and typically seeks discretionary authority to implement client portfolios. It constructs accounts using proprietary model portfolios (such as All‑Assets, Greatest Hits, Cyclical Super Sector, and International Titans) and directs trading for accounts custodied at Charles Schwab.
Mediate Financial is affiliated with Mediate Financial Services, Inc., a licensed insurance agency and tax planning company, and discloses that its advisers may also act as insurance agents and receive commissions and additional compensation for insurance product sales. The brochure also discloses a relationship with an insurance marketing organization (Advisors Excel) and states that clients must use the firm’s recommended custodian (Schwab) for the firm to manage accounts, noting these arrangements as conflicts the firm addresses through supervision and disclosure.
Client services
Expertise
Fee options
Comprehensive financial planning fixed fee of $1,200
1.45% annually, negotiable
$150/hour for consulting related financial planning services
Minimum fee: Financial planning hourly minimum fee of $300 Fee-only: Financial planning fees charged hourly at $150/hour or fixed fee of $1,200 for comprehensive planning
Main office
6674 Tippecanoe Rd, Suite 6
Canfield OH 44406
Advisors at this office
3
Most active in
Florida · 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 at Mediate Financial Investment Advisory Services, LLC with 18 years of industry experience. He has been associated with Mediate Financial Services, Inc. since 1994 and has operated his advisory firm since 2011. Additionally, he is involved in insurance sales and tax planning through ownership of Mediate Financial Services, Inc. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and cyclical sector rotation, using proprietary model portfolios and typically seeks discretionary authority to manage client accounts custodied at Charles Schwab.
Christopher M
Series 65
Canfield, OH
Mediate Financial Investment Advisory Services, LLC
Christopher Mediate is a Series 65-licensed financial advisor with Mediate Financial Investment Advisory Services, LLC, where he has worked for four years. He also has experience with Mediate Financial Services, Inc., an insurance and financial services firm he has been affiliated with since 2013. Prior to his advisory career, he was employed at Ohio University for four years. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, and business entities. The firm’s investment approach emphasizes asset allocation and cyclical sector rotation, using proprietary model portfolios and typically seeking discretionary authority to implement client portfolios.
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 the Series 65 designation and has prior work history including roles at McCammon-Hunt Insurance Agency and Boston Scientific Corporation. Ryan is also a licensed insurance agent involved in life and health insurance sales. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, and business entities. The firm’s investment approach focuses on asset allocation and cyclical sector rotation, utilizing proprietary model portfolios to manage client accounts.
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