Putting Our Clients At the Center of Everything We Do

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Why Skylight?

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Making It Personal

Everything we do is about you.  We will listen and get to know you so that we fully understand your interests, goals and aspirations and what you care about most.  We’ll be by your side all the way, helping you plan to achieve the life you deserve.

We’re Your Financial Planning Specialists

With our team of over 200 financial planners in Ohio, we can connect you with the right person for your needs.

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Dollar

Personal Financial Planning

Let us help you take your first step towards financial independence

Gender

LGBTQ Financial Planning

Don’t miss out on tax advantages and the rights you are entitled to

Basketball

Financial Planning for Professional Athletes

Let us help you get on track for a lifetime of financial security

Briefcase

Business
Solutions

Smart solutions to protect what you’ve worked so hard to achieve

Businessman

Executive Planning

We will help lighten your load with comprehensive planning

Special_Needs

Special Needs Planning

Let us help you provide the best future for your special needs child

It’s time to make more than promises – achieving what’s important to you is easier with a financial plan. Skylight can help you take that first step towards financial freedom.

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Here is what our clients say:

"I can’t thank you enough for your unrivaled and exceptional level of customer service. Skylight does make it personal."

Robin Slattery, Client
Here is what our clients say.

"Our financial planner is always conscious of the challenges we face and helps us make the best choices for our financial future. To us, he’s now part of the family."

Paul and Becky Mason, Clients
Here is what our clients say.

"I can now enjoy life more fully and take vacations that I had not considered possible. What a great “mind” to help me with my financial needs!"

Virginia Hope, Client
Coop with wife and freeset founders

A Path to Prosperity with Freeset USA

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Group shot of fall intern class

Meet the Fall Interns of 2018

David-and-Paul-Leading-Discussion

A Twist on the Classic Client Appreciation Event

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Skylight Showcase: New Hires of October 2018

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[LISTEN] Skylight Teams Up With CFCU

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Intern Success

Do you want engaged and happy employees?

Skylight’s Financial Wellness program will help educate your employees and give them greater confidence in their financial future. The upside is that it can benefit your productivity and create goodwill.  It’s a win-win for everyone.

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Careers

Our financial planners work hard, have fun and improve lives.

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Locally owned and operated in Ohio