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HELPING GOOD PEOPLE CREATE BETTER RETIREMENT PLANS

HELPING GOOD PEOPLE CREATE BETTER RETIREMENT PLANS

Giardina Capital Management is a Northern Ohio-based firm that serves each client family with a differentiated financial strategy through collaboration, learning, and values-based analysis. We serve our client families with care, time, and thoughtful planning.

Who We Serve

We work with a wide variety of clients across different demographics and careers. Below are some of the specific fields that we specialize in servicing.

Educators

Educators

Our team specializes in working with teachers to help them understand all their retirement benefits.

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Public Servants

Public Servants

We help public servants understand and maximize their multipart retirement programs.

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Non-Profit Workers

Non-Profit Workers

The non-profit sector can be stressful. We help them build a financial plan that works.

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Blue Collar Workers

Blue Collar Workers

Many blue collar workers worry about retirement. Our team has personal experience with your field.

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Small Businesses

Small Businesses

Managing your small business is hard enough. Let us help you manage your wealth outside of your business.

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Other Investors

Other Investors

Maybe you don't work in a specific niche, but you share our values. Reach out -- let's work together.

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How can we help?

We offer an array of financial services, from one-time, project-based services to comprehensive financial planning.                                       

Schedule an Appointment

Employer-Sponsored Plans

We will guide and assist you as a participant in an Equitable retirement plan throughout your career.

Targeted or Specific Advice

If you face a specific financial challenge, we will conduct a needs analysis to search for a solution.

Comprehensive Financial Planning

For a more comprehensive approach to your financial life, we offer ongoing or project-based financial planning.

Our Process

STEP

1

Schedule A Meeting

The more we know about you, your finances, and your goals, the better we can help.

STEP

2

Blueprinting

We’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Strategy Delivery

Life is always changing, and so are you. We’ll be by your side through every twist and turn.

Let’s talk.

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

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