Semper Fidelis Financial

Semper Fidelis Financial is a financial planner in Brunswick, OH, located at 3511 Center Rd # G. The firm provides tax strategy, investment management, financial planning, and estate planning services. Its work is built around tax-advantaged strategies and tailors plans to each client's risk tolerance, financial objectives, and time horizon. The firm serves pre-retirees preparing for retirement, working professionals with complex tax situations, affluent individuals focused on wealth preservation, and small business owners seeking tax and growth planning.

Semper Fidelis Financial was founded by James Collins, a former Marine who turned his interest in solving financial problems he saw fellow service members face into a career in finance and wealth management. He later extended those services beyond the military community to civilians. The firm describes itself as a Financial Strategist rather than an asset manager or tax preparer, combining personalized coaching, holistic assessments, and innovative tools with services that include financial coaching, tax analysis, investment oversight, legacy planning, and family goal consulting. The team designs each plan in collaboration with other industry professionals, with SFF acting as the quarterback of the client's overall financial strategy. The office keeps weekday hours Monday through Thursday from 9:00 AM to 5:00 PM and Friday from 9:00 AM to 4:00 PM, with weekend consultations available by appointment.

The office sits on Center Road, about two-tenths of a mile from Cleveland Clinic Brunswick Family Health Center and roughly the same distance from Brunswick Lake Nature Preserve and Brunswick Lake itself. Medina County Auto Title is approximately three-tenths of a mile away.

Semper Fidelis Financial is a locally rooted firm in Brunswick, serving clients from a former Marine founder who built a practice around holistic financial guidance for both military families and the wider community.