Business Details
Your Trusted Partner for Personalized Wealth Management Solutions
At Flagship Capital Advisors, we believe great investing begins with meticulous planning. As fiduciaries, we prioritize your best interests, crafting personalized financial strategies that align with your unique goals. Our approach integrates comprehensive financial planning, tailored investment management, and proactive risk mitigation to address retirement income, education funding, estate planning, and legacy creation.With decades of combined experience, our team delivers clarity and confidence through every life stage. We collaborate closely with tax and legal professionals to optimize outcomes, ensuring your financial plan evolves alongside your needs. Our commitment to enduring relationships and actionable guidance positions us as trusted partners in wealth management and preservation.
Services
Wealth Management
Retirement Planning
Estate Planning
Investment Management
Risk Management
Tax-Sensitive Strategies
Life Insurance Planning
Long-Term Care Planning
Highlights and features
- We offer decades of experience in personalized financial planning.
- Our fiduciary responsibility ensures your interests come first.
- We provide tailored investment strategies aligned with your goals.
- Our comprehensive approach covers retirement, estate, and tax planning.
- We deliver proactive guidance through every life transition.
Services
Wealth Management
Our wealth management services integrate financial planning, investment strategies, and risk mitigation to align with your life goals. We focus on retirement income, estate planning, and legacy creation. By collaborating with tax and legal professionals, we ensure comprehensive solutions tailored to your unique needs.
Retirement Planning
We design retirement strategies covering accumulation, distribution, and pension optimization. Our approach includes Social Security timing analysis and tax-efficient withdrawal plans. We help you navigate life transitions while maintaining financial stability throughout retirement.
Risk Management
Our risk management services include life insurance, disability income, and long-term care planning. We assess vulnerabilities to protect your income and assets, offering customized solutions that provide security and peace of mind through all life stages.
Estate Planning
We develop estate plans that ensure intentional wealth transfer and legacy preservation. Collaborating with legal professionals, we implement strategies for charitable giving, probate avoidance, and tax-efficient asset distribution aligned with your values.
Investment Management
Our investment management focuses on personalized portfolio construction reflecting your goals and risk tolerance. We employ tax-sensitive strategies and ongoing monitoring to adapt to market changes and life events while maintaining strategic asset allocation.
People
Cheryl Norman
Financial Advisor
With nearly two decades of experience, Cheryl Norman specializes in investment portfolio design, retirement strategies, and risk management. She serves a national client base with meticulous financial planning and ongoing portfolio monitoring.
James M. Gehring
Certified Financial Planner
James Gehring, a CFP and CEPA, offers tailored financial strategies for individuals and business owners. His expertise includes retirement planning, investment management, and exit planning using the Value Acceleration Methodology.
Nicholas Carr
Director of Operations
Nicholas Carr oversees firm operations and marketing, leveraging over a decade of experience in client service and business development. He ensures efficient execution of client-focused financial solutions.
Ashley Muncy
Client Service Associate
Ashley Muncy supports clients and advisors with precision, managing account updates and leveraging technology to enhance the client experience since joining in 2025.
Questions
What services does Flagship Capital Advisors offer?
We provide wealth management, retirement planning, estate planning, investment management, risk management, tax-sensitive strategies, and long-term care planning.
How do you tailor financial plans to individual clients?
We build strategies around your goals, risk profile, and life events, ensuring personalized and adaptive financial solutions.
Are you fiduciaries?
Yes, we act as fiduciaries, prioritizing your best interests in all financial recommendations and decisions.
Do you serve clients outside Ohio?
Yes, we serve clients in 22 states, including AL, AZ, CA, FL, TX, and more.
