Ruiz Financial Group LLC
Ruiz Financial Group LLC is an independent wealth management firm based in Toledo, Ohio, serving clients throughout Northwest Ohio and Southeast Michigan. We work primarily with healthcare professionals, business owners, and individuals approaching or in retirement whose financial lives have become too complex for investment advice alone.
Our work centers on coordination. Retirement, investments, taxes, estate planning, insurance, cash flow, and major life or business decisions are considered together rather than in isolation. Through SMART Planning™ and SMART Investing™, we help clients understand how one financial decision affects another and provide ongoing guidance as circumstances change.
Anthony Ruiz, CFP®, CPWA®, MBA, founded the firm to provide comprehensive financial planning and investment management in one coordinated advisory relationship. Investment assets are custodied at Charles Schwab.
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