Van Winkle Wealth Management Group, LLC.

Specialties

We specialize in financial planning strategies for individuals, families, businesses and nonprofit organizations. From estate planning and asset management to retirement planning, our mission is to help clients define achievable goals and reach those goals. Give us a call today!

Meet the Business Owner

Brian V.

Business Owner

Brian has over twenty years of experience in the financial services area. A native of the «Buckeye» state, he graduated from Ohio State University and began his career in investment planning with Bank One. After five years as a Financial Advisor and Team Leader, he became a Vice President and Financial Advisor with McDonald Financial Group, a Key Bank company. Eventually, Brian founded Van Winkle Wealth Management Group, LLC, an independent financial services firm and later, SafeMoney Place, the insurance division of the firm.

Mr. Van Winkle is a member of the Professional Advisors Group of the Catholic Foundation, a prior member of the Granville Education Foundation Board, past treasurer of the Bryn Du Association, past board member of the Granville Kiwanis and Newark area Jaycees and an active member of the Knights of Columbus. Brian holds FINRA Series 7 and 63 securities licenses as well being licensed to sell Life Insurance and Annuities in the State of Ohio.