Demland Wealth
Demland Wealth is a boutique registered investment advisory firm based in Defiance, Ohio, serving clients primarily in Ohio and Indiana, with a focus on providing tax-efficient retirement planning and comprehensive financial advisory services. Founded and led by Jason Demland, a Certified Financial Planner (CFP®), Certified Kingdom Advisor (CKA®), and Enrolled Agent (EA), the firm specializes in helping Christians plan for retirement in a way that aligns with their faith values. Demland Wealth generates revenue through fee-only financial planning and investment advisory services, emphasizing personalized strategies for retirement and wealth management. The company is known for its expertise in tax-efficient planning and its commitment to integrating faith-based principles into financial guidance. Since its founding in 2022, Demland Wealth has established a reputation for tailored, values-driven financial advice in the northwest Ohio region.Recent Posts by Demland Wealth
- Director of Client ServicesDEFIANCE, OHPosted 30+ days ago•Similar jobs
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