Collective Wealth Planning, LLC is an independent, fee-only Registered Investment Adviser (RIA) based in Medina, Ohio. The firm operates as a fiduciary, prioritizing the best interests of its clients. Founded and led by Steven G. Podlogar, a CERTIFIED FINANCIAL PLANNER™ professional, the company specializes in comprehensive financial planning, investment management, and retirement planning. Their primary mission is to help pre-retirees and retirees manage and protect their financial well-being through a personalized and collaborative approach.

Founded in

United States