Broker Check
Tyler McKean, AWMA, CEPA®

Tyler McKean, AWMA, CEPA®

Managing Partner, Private Client Services

Tyler believes that your financial success should be the result of skill and a plan, not luck or accident.  Successful financial planning is not just about money, but how your money can change your life.  Through careful planning and meticulous implementation of your plan, you can achieve most, if not all, of your life goals.

 

Capabilities to impact your life and wealth

Tyler was recognized by Forbes and SHOOK Research as one of Forbes Best-in-State Wealth Advisors* in 2020. He also has been on Forbes Best-In-State  Next-Generation Wealth Advisor list since 2017.** He is one of the country’s top next-gen advisors and represent the future of the wealth management industry.

                     

 

 Accredited Wealth Management AdvisorSM

Tyler has proven that he is dedicated to behavioral finance by earning his Accredited Wealth Management AdvisorSM designation.  Tyler prides himself with working with small business owners, and succession/exit planning.

                                                                       

 

Certified Exit Planning Advisor®

Tyler has been awarded the Certified Exit Planning Advisor® certification which is integral to businesses and their owners who require a process to maximize business value, integrate personal financial planning that includes life after business planning. 

                                                                                 

 Dave Ramsey SmartVestor Pro 

Tyler has been vetted, interviewed, and selected by the team at Dave Ramsey Solutions. Tyler adheres to their code of conduct. He will treat you like a teammate, not a transaction. As a SmartVestor Pro, Tyler will commit to educating and empowering you.  

                                                                                  

                                                                                  

 Investment Management Specialization through University of Geneva 

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

                                                                                                            

Graduate of the University of Toledo

Tyler earned his bachelor’s degree in financial services and economics. 

                                                                                  

 

Making a difference in my community

Giving back to his community is top of mind for Tyler –he is a member of Toledo Rotary, Toledo Estate Planning Council, The Toledo Club, and is on the board of Partners in Education.

Outside the Office

A native of Oak Harbor, he lives with his wife Megan, son Murphy, and daughter Willa in Ottawa Hills, Ohio. Tyler enjoys being outdoors with his family and their two dogs. 

 

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

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