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
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        • Certified Investment Management Analyst®
        • Chartered Retirement Plans Specialist℠
        Home Worker FL
        Home Worker FL, FL 000
      • Michael Scott Oravetz - Profile Photo

        Michael Oravetz

        Wealth Strategy Associate

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        • AL
        • AR
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        • GA
        • IL
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            • Chartered Mutual Fund Counselor℠
            2055 Crocker Road
            Suite 201
            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

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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