Putting Our Clients At the Center of Everything We Do

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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.

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

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.

Locally owned and operated in Ohio