A complete list of active advisors currently associated with Mediate Financial Investment Advisory Services, LLC

Warmer can help you find a great advisor at Mediate Financial Investment Advisory Services, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Mediate Financial Investment Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christopher Mediate	Canfield, OH	4
Christopher Mediate	Canfield, OH	18
John Ryan	Canfield, OH	5

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