A complete list of active advisors currently associated with Way Street Financial, LLC

Warmer can help you find a great advisor at Way Street Financial, LLC or one who fits your needs even better.

Way Street Financial provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, creating written investment policy statements and conducting periodic portfolio reviews. The firm also offers educational seminars and workshops to clients at no charge. Its investment approach is grounded in modern portfolio theory and employs both long‑term and short‑term trading, with portfolios tailored to client time horizons and risk tolerances. The adviser generally recommends dividend‑focused allocations for non‑qualified accounts and limits recommendations to equities, ETFs, fixed income (including TIPS), and insurance products such as annuities. Distinctive features include formal affiliations with insurance and tax‑service businesses: the firm offers insurance products through a related insurance entity and has personnel who operate a tax preparation business, relationships the firm discloses and monitors for conflicts of interest. The combination of affiliated insurance distribution, an affiliated tax service relationship, and the provision of free client workshops is less common among peers in this segment.

To learn more about the advisors currently working at Way Street Financial, 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
Angel Way	Brunswick, OH	12

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