Lasting relationships. For all that matters

The Eyerman Group - Team Photo

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • John H. Eyerman - Profile Photo

    John Eyerman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MI
    • NC
    • NH
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • WI

        • Certified Investment Management Analyst®
        • Chartered Retirement Plans Specialist℠
        Home Worker FL
        Home Worker FL, FL 000
        john.eyerman@ubs.com
        John Eyerman
        Home Worker FL,Home Worker FL,FL,000
      • Michael Scott Oravetz - Profile Photo

        Michael Oravetz

        Wealth Strategy Associate

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        • AL
        • AR
        • AZ
        • CA
        • FL
        • GA
        • IL
        • IN
        • KY
        • LA
        • MA
        • MI
        • NC
        • NH
        • NY
        • OH
        • PA
        • SC
        • TX
        • VA
        • WI

            • Chartered Mutual Fund Counselor℠
            2055 Crocker Road
            Suite 201
            Westlake, OH 44145
            michael.oravetz@ubs.com
            Michael Oravetz
            2055 Crocker Road,Westlake,OH,44145
          • Colleen Ann Stein - Profile Photo

            Colleen Stein

            Senior Client Associate

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            • FL
            • OH

                • Financial Paraplanner Qualified Professional™
                2055 Crocker Road
                Suite 201
                Westlake, OH 44145
                colleen.stein@ubs.com
                Colleen Stein
                2055 Crocker Road,Westlake,OH,44145
              • Andy Eyerman

                Andy Eyerman

                Wealth Strategy Associate

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                • AL
                • AR
                • AZ
                • CA
                • CT
                • FL
                • GA
                • IL
                • IN
                • KY
                • LA
                • MA
                • MI
                • NC
                • NH
                • NY
                • OH
                • PA
                • SC
                • TX
                • VA
                • WI

                      2055 Crocker Road
                      Suite 201
                      Westlake, OH 44145
                      andrew.eyerman@ubs.com
                      Andy Eyerman
                      2055 Crocker Road,Westlake,OH,44145
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                      Julianna Miller

                      Senior Client Associate

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                      • CA
                      • FL
                      • OH

                            2055 Crocker Road
                            Suite 201
                            Westlake, OH 44145
                            julianna.miller@ubs.com
                            Julianna Miller
                            2055 Crocker Road,Westlake,OH,44145
                          Three generations in apple orchard

                          Turn possibilities into a plan

                          CIO response to market volatility

                          Mountain climbers on peak at sunrise

                          A leading global wealth manager

                          Global Wealth Report 2024

                          Crafted wealth intelligence

                          Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                          Gain additional insights into the trends shaping wealth in the US and around the world.

                          Download the report

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $5.8+ trn

                          UBS Group invested assets
                          As of 03/31/2024

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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