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Your Goals. Your Challenges. Your Plan.

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Whether you are just starting out on your financial journey, or you're an experienced investor, our team can help you.

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Get A Plan

 

Having a customized plan for your financial goals is crucial to your success. We have the experience and tools necessary to create that plan for you.

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Get Results

 

For your financial plan to produce results, it must be diligently monitored and continuously reviewed.

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Welcome to Freeman Heyne Toma

 

We are delighted you have chosen to visit and explore one of the Midwest's premier financial services organizations. With office locations in Blue Ash, Ohio and Strongsville, Ohio and servicing clients in over 20 states, we are built to handle all of your financial planning needs. At Freeman Heyne Toma, we take great pride in building client relationships that extend well beyond the financial side of our work, all while helping our clients achieve their financial goals.

Our team of Financial Advisors have years of experience in financial services and can help you address your needs of today and for many years to come. We look forward to helping you design a financial plan that fits you now and is flexible as your situation changes over time. 

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Am I OK?

Am I OK?

The current financial environment is more complex than ever and surrounding yourself and your family with the right team is vital to reaching your goals and dreams.  We pride ourselves in helping clients understand your financial situation so that after your career you can enjoy the life you imagined. 

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<span>How Do You Feel About Money?</span>

How Do You Feel About Money?

Decipher helps uncover your subconscious reactions and feelings about money. Simply answer a few questions, and watch a short video. 

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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