How we work

We care about what’s important to you

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

We care about what’s important to you

Areas of focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution

Community participation

Aria Financial Group is a member of the Strongsville Chamber of Commerce

Shaena is a member of the St. Joseph Parish Finance Board & Legacy Committee

Aria Financial Group is a sponsor for ALS, American Heart Association, and the Komen Research Foundation

Andrew Barkley is a Corporate Sponsor of Rocky River Little League Baseball

Aria Financial Group is a member of the Rocky River Chamber of Commerce

Andrew Barkley is an active volunteer for VeloSano - Bike to Cure

Our videos

3 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals