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We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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  •   4603 W. Streetsboro Road, Richfield, OH 44286
  •   (330) 659-2234
  •   dave@appliedfin.com

Securities offered through: ValMark Securities, Inc., Member FINRA and SIPC 
130 Springside Drive • Suite 300 • Akron, OH, 44333-2431 • (800) 765–5201 

Investment Advisory Services offered through Wayne D. Minich & Company, Inc. a state Registered Investment Advisor. Thrid party money management offered through Valmark Advisors Inc and SEC Registered Investment Advisor. Applied Financial Concepts, Inc. and Wayne D. Minich & Company, Inc. are separate entities from ValMark Securities, Inc. and Valmark Advisors, Inc.

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