OVER COFFEE FINANCIAL
Over Coffee Financial is a small personal financial planning firm located in northeast Ohio, just outside Cleveland in Painesville and owned by Brent Dickerson. We work out of offices in Painesville and Rocky River, but help clients in Chardon, Brecksville, Chagrin Falls, Hudson, Barea, Euclid, and everywhere in between. We even help tax clients in Texas and New York City! So whether you're on the west side, east side, or south side, we work wherever you are.
Over Coffee Financial started life as Trinity Wealth Management in Lubbock, TX in 2014. From scratch, TWM was designed to be a financial planning firm dedicated to providing charitable financial planning advice to clients who wanted to leave a lasting legacy of support to their favorite charity. After several years of gaining ground in Texas, TWM transitioned to an Ohio based Registered Investment Adviser (RIA) when the Owner's wife accepted a position with the Cleveland Clinic as a Nurse Practitioner. Within a year, Trinity Wealth Management merged with a firm in Akron and TWM became a part of True Wealth Design, owned by Kevin Kroskey.
Ultimately, True Wealth Design was not the place for Brent and he was determined to reestablish a new firm; thus, Over Coffee Financial was born in October of 2018.
Today, OCF is a small, simple personal financial planning firm dedicated to helping people navigate the complex financial world in which we live. Brent believes that managing personal finances can be difficult for anyone, but when you have a CERTIFIED FINANCIAL PLANNERTM professional on your side, it doesn't have to be hard.
It can be intimidating and a little scary to engage a financial advisor and ask for help, but that's what we are here for - to help. Many people often recognize that they don't fully understand the complex nature of investments, retirement, employee benefits, insurance, estate planning, tax preparation, or myriad other possible financial planning topics and how they all work together, but are reluctant to work with a CFP® professional.
For whatever reason you may find yourself wanting help from a financial advisor, Brent Dickerson is able to provide comprehensive financial planning as a fiduciary advisor. As an RIA and CFP® certificate holder, Brent and Over Coffee Financial, must always place the interest of clients above that of the advisor and firm. This means that we will always work in your best interest and never place our welfare above the client's.
We love meeting new people and learning about their families, goals, aspirations, motivations, and how we can help financially. Whether you are just starting out in a career or have been working and are looking forward to retirement, we want to help you reach that goal. If you're just about to transition to retirement and need help managing the next phase of life, we want to help make sure you're all set and able to live without worry. Given our familiarity with the Cleveland Clinic, we love to work with clients employed by the best hospital system in Ohio. Finally, because Brent's passion is helping charitably minded clients to leave a legacy of support; if your wishes include supporting charities after you're gone, we want to help with that too.
So, if you're ready to have a conversation about financial planning and how we can help you reach your goals, we'd love to sit down over a cup of coffee and chat. Please contact us at any of the following and we look forward to speaking with you.