Applied Asset Management

Specialties

Applied Asset Management is a financial advisory firm located in Avon, Ohio. We assist our clients with various aspects of financial planning including: Asset Management, IRA’s, 401k rollovers, Tax Strategies and so much more.

We do not offer any proprietary financial products, therefore our advice and financial recommendations are not influenced by any factor other than doing what is in our clients best interest.

History

Established in 2012.

APPLIED: ADJECTIVE

Put to practical use as opposed to being theoretical.

At Applied Asset Management, we established our firm with the desire to demystify the intricacies of financial planning and provide practical strategies designed to address your concerns and needs. By delivering our recommendations in the context of your life, we believe this may help you better understand your strategies and feel more confident in your decision making.

We measure our success by the strength of our relationships with clients and the high standards of quality and ethics that allow us to maintain them. Our advisors are not tied to proprietary products or sales quotas, allowing us to provide unbiased advice and recommend strategies we believe align with your best interests. Always conducting business in an honest and loyal manner, we continually seek to broaden our knowledge and expand our services for clients.

Meet the Business Owner

Michael K.

Business Owner

Michael J. Kowal is a financial advisor and the founder of Applied Asset Management. He has been helping families for the past 15 years and focuses his practice on financial planning for individuals and families. He offers his clients a wide range of services, including portfolio management, estate and tax planning, insurance and retirement cash flow strategies.

Michael became a financial advisor with the goal of helping individuals, families, and business owners navigate the complexities of investing and financial planning. He holds FINRA Series 7 and 66 securities registrations, as well as health, life, property, and casualty insurance licenses. He received his Bachelor of Science in Finance from Miami University. At the age of 20 while still in college, he served as the Vice President of Investments for the university’s credit union.

Michael currently resides In Avon, Ohio with his wife, Stacy, and their daughters, Julia and Anna.