Nick Farrell
Investment Adviser Representative
Nick Farrell brings an education-first approach to financial planning, helping clients understand their options and make thoughtful decisions about retirement, investments, taxes, and insurance.
About
About our team
Personal financial planning in Warren, Ohio, with a focus on clear explanations, thoughtful decisions, and the full cost of advice.
Advisers
The firm
How we practise
We work with people building savings, raising families, navigating a career change, preparing for retirement, and managing retirement income. Your goals set the agenda. Retirement planning remains an area of focus.
Our goal is more planning value for less cost. Technology can help make research and routine work more efficient, while personal judgment and conversation remain central to the relationship. We focus on the full cost of advice and investments and explain compensation before you commit.
Advisory services, fees, and conflicts are described in simplyRIA advisor network’s Form CRS and Form ADV Part 2A. Insurance is offered separately and may generate commissions. Ask how we are compensated for each recommendation.
The practice was founded in 2026. Nick brings nine years of high school science teaching experience to helping clients understand their financial choices.
Have a question you would like a straight answer to?
Tell us what you are trying to decide. The first conversation is free and there is no obligation to go further.