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Poitinger Wealth Management is an independently owned financial consultant firm. We are dedicated to providing quality financial consulting services to individuals, retirement plan sponsors, medical professionals, and corporate executives. Our team of Certified Financial Planners® are focused on delivering high quality services with honesty, integrity, and industry leading capabilities. Since Poitinger Wealth Management was established, we have been helping individuals with personal financial planning and wealth management as well as assisting corporations build and maintain successful retirement plans.

Fee based planning offered through Poitinger Financial Inc., a State Registered Adviser. Third Party Money Management offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, 1-800-765-5201. Poitinger Wealth Management Advisory Group and Poitinger Financial, Inc. are separate entities from Valmark Securities Inc. & Valmark Advisers Inc.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER™, CFP (with plaque design), and CFP (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.