Our commitment is to listen and work with intention to provide independent solutions that simplify and diversify our client’s lives.
To be at the forefront of independent financial advice by our commitment to education, integrated technologies, and enhanced services.
When you choose S&D Capital, we become invested in you because your success is our number one goal. So we begin by building a relationship of trust while we manage your risk. At every turn, we strive to give back to those we care about; to always share how important you are to us and to celebrate what we built because we built it together.
To remove the noise, focus on the important, and stick to the basics
Prudent financial planning requires risk management and a sound, flexible strategy
Our obligation is our clients and their success, while maintaining integrity
We are dedicated to providing exceptional service, delivering objective advice, and helping clients achieve their financial goals.
If you need help managing your financial future and want support and guidance from a dynamic team of independent financial professionals, let’s talk.
SDC Office Locations
2467 Woodville Road, Suite 3
Oregon, Ohio 43616
210 Bell Street, Suite 5-R
Chagrin Falls, Ohio 44022
1076 West McPherson Highway, Suite 2
Clyde, Ohio 43410