Pleasant Wealth

Mt Hope, Ohio

5.0 (1 reviews)
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About

Pleasant Wealth is a financial planning firm based in Mt. Hope, Ohio, serving women approaching or in retirement transitions. The firm offers financial planning, investment management, and retirement planning services through a process-oriented approach that combines financial strategy with personal goal clarity. Principals Clinton Miller and Liz Hand are Certified Financial Planners (CFP). The firm operates on a fee basis with a minimum annual fee of $5,000 and serves clients typically with six or seven-figure investable assets, emphasizing long-term advisory relationships and fiduciary responsibility.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-4:30PM, Tuesday: 8:30AM-4:30PM, Wednesday: 8:30AM-4:30PM, Thursday: 8:30AM-4:30PM, Friday: Closed, Saturday: Closed
SEC registered
No
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