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  1. ownershipadvisorsinsurance.com › about-idgAbout IDG – Ownership Advisors

    Richard Tanner. As president of Ownership Advisors, Inc., Richard founded Insurance Design Group as a division devoted exclusively to serving professional advisors. Richard is passionate about helping successful families manage, protect and transfer their total wealth.

    • What We Do

      Ownership Advisors. 6100 Oak Tree Blvd. South Suite 420 Park...

    • Who We Serve

      Ownership Advisors. 6100 Oak Tree Blvd. South Suite 420 Park...

    • Blog

      Andy Friedman. Wed. November 11 | 10am PT Proposed changes...

  2. www.linkedin.com › in › rdtannerRichard Tanner - President - Ownership Advisors Inc. | LinkedIn

    Ownership Advisors Inc. is a privately held financial advisory firm providing customized wealth counseling to high net-worth families in the estate, business succession and money management...

    • 500+
    • 1.2K
    • Ownership Advisors Inc.
    • Cleveland/Akron, Ohio Area

  3. www.businesswire.com › news › homeMAI Capital Management Completes Acquisition of the Wealth ...

    May 5, 2021 · Ownership Advisors will continue to operate as an independent family wealth advisory firm focused on protecting lifestyles and legacies for families of faith, led by Richard Tanner, Chief...

  4. www.linkedin.com › pulse › announcement-never-betterThere's Never Been a Better Time - LinkedIn

    May 11, 2021 · Richard Tanner. Founder, Ownership Advisors Inc. Published May 11, 2021. + Follow. May 26, 2020 was a big day for Ownership Advisors and our many wonderful clients. I’m proud to...

  5. ownershipadvisors.aperture.mfin.comOwnership Advisors, Inc.

    Visit our website at www.ownershipadvisors.com or contact Richard Tanner at rtanner@ownershipadvisors.com for more detailed information on this and other sophisticated planning techniques. Define, align, and protect your legacy.

  6. wallmine.com › adviser › 214151Ownership Advisors, Inc. (Cleveland) | Adviser Rankings

    Richard D. Tanner joined the executive team most recently as the President. Direct owners and executive officers. Assets Under Management August 2001 January 2002 June 2002 1 750k 2 000k 2 250k 2 500k 2 750k 3 000k 3 250k wallmine.com. Based in Cleveland.

  7. pitchbook.com › profiles › companyOwnership Advisors Company Profile: Valuation, Investors ...

    Ownership Advisors General Information Description. Provider of financial advisory services intended for high net-worth families in the estate, business succession and money management areas. The company offers comprehensive financial planning, wealth management, wealth accumulation, intergenerational wealth management and legacy planning services.