Mission & Service Statement

My mission is to be:
  • Committed to helping our clientele pursue more fulfilling lives by providing coordinated wealth management services.
  • Committed to pursuing our clients’ total satisfaction by delivering high-quality financial planning and wealth management services for all clients including those who are single, married, professionals, small business owners, widowed or divorced and who have a minimum of $50,000 of assets to invest.
  • Committed to listening to our clientele so that we will understand their wants, needs, dreams, and goals.
  • Committed to providing comprehensive advice to our clientele while they strive to achieve their financial and life goals through the development of targeted financial plans as well as risk-adjusted investment portfolios.
  • Committed to being readily available via face-to-face meetings, phone, fax, email or the Internet.
  • Committed to developing long-term relationships with all of our clients.
  • Committed to confidentiality when interacting with all of our clientele.
My service statement and philosophy is actually quite simple. I believe that:
  • Your wealth is extremely important; we will help you plan for your current and future financial needs.
  • Your time is your most valuable asset; we will use your time wisely and efficiently by being organized, prompt and ready to serve you.
  • Your tolerance for taking on risk is unique; we will professionally manage your resources according to your guidelines using innovative financial tools.
  • Your choices should not be limited; we will present you with and give you the opportunity to utilize the entire spectrum of products and services that LPL Financial has to offer.
  • You should live your life with a minimum amount of stress; you can trust our staff’s seasoned experience that has been honed through years of service and dedication to our clients while helping to manage their wealth and to build long-term relationships that deliver value, integrity, and confidentiality.

Our Capabilities

Click here to view a brochure on our capabilities.

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1840 Mackenzie Drive, Suite 202, Columbus, OH 43220
Phone: (614) 442-6650, Email: daniel.zwayer@lpl.com
Securities and Advisory Services offered through LPL Financial A Registered Investment Advisor. Member FINRA / SIPC
Copyright 2023. All Rights Reserved.
The LPL registered representative Mick Zwayer may only discuss securities or transact business with persons who are residents of AZ, CO, FL, IL, IN, NC, OH, OK, and WV .
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.