Aan Wealth Advisors LLC

AAN Wealth Advisors is a registered investment advisor based in Canton, Ohio, offering investment management and project consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and investment companies. When managing investments, AAN Wealth Advisors partners with an unaffiliated third-party investment manager, known as a subadvisor, who handles the day-to-day trading and portfolio rebalancing using pre-set model portfolios. AAN Wealth Advisors maintains oversight of the subadvisor and ensures portfolios align with clients' goals. In addition to portfolio management, AAN Wealth Advisors offers project consulting services on an hourly or fixed-fee basis, covering topics such as financial planning, retirement needs, taxes, insurance, estate planning, business planning, and executive compensation. The firm's leadership also has affiliations with an insurance marketing organization, allowing representatives to offer insurance products separately.