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Applied Financial

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Inquire with us today and see how we can help you.

Personal Planning

Helping you and your family reach their goals

Learn about what we do and our approach to help you save fast.

Business Planning

Helping business owners protect their business and employees

Learn about what we do and our approach to help you save fast.

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58% of Americans believe their financial-planning efforts need improvement1.

We can help you with that.

1 Northwestern Mutual 2015 study.

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Our Services

We offer services for individuals and business owners.

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Personal Planning

With a broad view of the path to your destination, we use several unique processes to help guide you.

 

Business Planning

As your company grows and develops, our role is to help you keep your priorities on track.

 

 

 

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Team members

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I have been in the financial services industry for over 40 years and have loved every moment of it. My passion is helping people as I would like...

Wayne Minich

Founder
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I have literally grown up in the financial service industry from starting at Applied Financial Concepts at age fourteen until coming on full time...

Dave Minich

President

I am dedicated to building long-term relationships with all of our clients. Being with the company for over 25 years, I’ve had the wonderful...

Nancy Doyle

Office Manager

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4603 W. Streetsboro Road, Richfield, OH 44286 United States

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  •   4603 W. Streetsboro Road, Richfield, OH 44286
  •   (330) 659-2234
  •   dave@appliedfin.com

Securities offered through: ValMark Securities, Inc., Member FINRA and SIPC 
130 Springside Drive • Suite 300 • Akron, OH, 44333-2431 • (800) 765–5201 

Investment Advisory Services offered through Wayne D. Minich & Company, Inc. a state Registered Investment Advisor. Thrid party money management offered through Valmark Advisors Inc and SEC Registered Investment Advisor. Applied Financial Concepts, Inc. and Wayne D. Minich & Company, Inc. are separate entities from ValMark Securities, Inc. and Valmark Advisors, Inc.

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