Tyler R. McKean, CF2®, CEPA, AWMA

Tyler believes that, to serve a client, a fiduciary mandate requires always putting their clients' best interests first. He believes it is best to lead with a team approach, working together with a client's other trusted advisors, accountants, and attorneys to bring a holistic approach to managing and protecting a family's wealth. Tyler works with a limited number of clients, delivering an effective plan to help a family achieve their financial goals.

Tyler has received numerous awards, most notably from Forbes and Shook Research as a Forbes Best-In-State Wealth Advisor, and from Advisor Hub as the #1 Next-Gen Advisor to Watch. He has also been on the Forbes Best-In-State Next-Generation Wealth Advisor list from 2017 to 2020 and from 2023 to 2026.

 Accredited Wealth Management Advisor^SM 

The AWMA® designation is the certification you receive after completing the AWMA® Professional Designation Program. It indicates that you can effectively identify, analyze, and recommend strategies tailored to the unique needs of high-net-worth clients. The AWMA® mark assures your clients that you have the education and knowledge to help them achieve their wealth management goals.

Certified Exit Planning Advisor® 

Tyler has been awarded the Certified Exit Planning Advisor® certification, which is integral for businesses and their owners who require a process to maximize business value, integrate personal financial planning before and after a business transition, and bring a team of professionals together to achieve their goals best.

CERTIFIED FINANCIAL FIDUCIARY® 

Tyler completed a rigorous certification and training process established by the National Association of Certified Financial Fiduciaries™ (NACFF) and the American Financial Education Alliance (AFEA). Tyler is committed to excellence and to a team culture of highly ethical financial professionals who act with the highest integrity – not just when regulations require it. Tyler is committed to his higher dedication, trust, and accountability to investors.

Tyler completed a rigorous financial course through the University of Geneva, which strengthened Tyler's comprehension of:

• Risk Management
• Finance
• Understanding Financial Markets
• Meeting Investors' Goals
• Portfolio and Risk Management
• Securing Investment Returns in the Long Run
• Planning for his Client's Wealth over a 5-year Horizon

Tyler earned his bachelor's degree in financial services and economics from The University of Toledo. 

Outside the Office

A native of Oak Harbor, Tyler lives with his wife Megan, son Murphy, and daughter Willa in Ottawa Hills, Ohio. In his free time, he enjoys coaching his son and daughters' baseball teams, watching Murphy play travel soccer, boating, and spending time outdoors with the family. 

*For research/selection methodology, go to Forbes Best-in-State Wealth Ad

**For research/selection methodology, go to Forbes Top Next-Gen Wealth Advisors 

***For research/selection methodology, go to AdvisorHub 200 Fast Growing Advisors To Watch

****For research/selection methodology, go to Forbes Best-In-State Wealth Ad 2023