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Financial planning with a human touch. SD Capital is a fiduciary financial advisory firm that treats wealth management like a partnership, not a transaction.
SD Capital is a fiduciary firm offering honest advice, open conversations, and a partnership built to reflect your values and what matters most. We take the time to truly know you so we can help you make intentional decisions with your money. And we’re here for the long run. Your goals become our goals, and your success becomes our success. Make your money mean more, reach out today. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. SD Capital and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Sometimes "grateful" just doesn't quite sum it up.
When clients trust us through different seasons of life, evolving goals, and changing needs, it's what makes the work we do so meaningful. And when a longtime client says that the relationship feels like family, it's one of the greatest compliments our team can receive.
Beyond the planning, investments, and financial decisions, it's the relationships and long-term partnerships we value the most.
Thank you, Natalie, for trusting us to be part of your journey. We're grateful for every chapter shared along the way!
09/30/2026
Tax strategies are complicated enough. Our clients shouldn’t have to spend their free time keeping up with them.
This week, a few members of the SD Capital team headed to Scottsdale, Arizona for the Tax Planning & Practice Management Summit. The goal? To sharpen their knowledge, explore new strategies, and stay current on an ever-changing tax landscape.
We’ll book the conference rooms and tax talk. You just enjoy knowing there’s a team staying in the know.
How much do you really need to retire?
$1 million? $1.5 million? $2 million?
A nationwide analysis from Investopedia shows why there may not be one “magic number.” For couples retiring at 62, estimated savings needs ranged from roughly $1.3 million to $1.8 million depending on the state...and that's only one contributing variable.
Retirement age, healthcare before Medicare, Social Security timing, where you live, and whether spouses retire together can all change the math.
And sometimes, the timeline changes unexpectedly: 46% of retirees surveyed said they retired earlier than anticipated. Only 11% of couples retired at the same time. The takeaway? Retirement planning isn’t just about reaching a certain account balance. It’s understanding how your income, expenses, taxes, benefits, healthcare and timeline work together to support the retirement you actually want.
Read the full Investopedia analysis: https://na2.hubs.ly/H0828Nq0
09/22/2026
A few members of the team traded the office for Florida last week to attend the Cambridge Ignite conference. The conference brought together financial professionals from across the country for a few days of learning, connecting, and sharing ideas.
We’re grateful for opportunities like these that allow our team to continue learning, strengthening relationships, and bringing fresh ideas back home to SD Capital and the clients we serve.
A great few days of learning, connection, and time together as a team!
09/21/2026
It was a night dedicated to some great people and one of our favorite events of the year.
We had the pleasure of hosting our refinery clients at Danny's Cafe for an evening of good food, drinks, conversation, and time together outside of everyday routine.
We're grateful for the trust our clients place in our team and for opportunities like Refinery Night that allow us to connect, catch up, and enjoy each other’s company.
Thank you to everyone who joined us and made the night so fantastic!
09/14/2026
From Oregon to Cleveland...with a little Chagrin Falls sightseeing in between.
We're always excited when team members from different offices get the chance to connect in person, so naturally we stepped away from the desks for lunch and a little time exploring around town.
Different offices, different roles, same team. It's always good to turn the names, emails, and Teams calls into a little face-to-face time.
09/11/2026
Many hands. Lots of smiles. And a whole lot of heart. ❤️
The team recently volunteered at Helping Hands to prepare and serve lunch for members of the community. It was a simple reminder that leading by example doesn't always happen in the office. Sometimes, it's rolling up your sleeves, making a meal, serving a plate, and lending a hand wherever is needed for the day.
No matter the title....founder, client, family, or employee, it was humbling to see how much good can happen when people simply show up and lend a hand.
09/10/2026
What a great morning! ☕️
We were grateful to spend time with fellow Chamber members at the "Building Your Financial Future" event, hosted by the Chagrin Valley Chamber of Commerce yesterday.
Alongside our partners at Lyndall Insurance and Third Federal, we had the opportunity to share practical insights around insurance, banking, and investments in order to protect what you've been working to build.
But just as important as the education was the connection. We loved meeting new people, answering questions, hearing different perspectives, and having real conversations about financial goals, both personal and professional.
A big thank-you to the Chagrin Valley Chamber for bringing everyone together and to Lyndall Insurance and Third Federal for partnering with us.
We’re always grateful for opportunities to learn, connect, and help make financial planning feel a little clearer.
09/07/2026
Happy Labor Day! Today, we're taking a moment to appreciate the hard work, dedication, and contributions of those who help keep our clients and communities moving forward. Enjoy your day!
09/04/2026
Help us congratulate Jaiden! 🎉
After putting in the time, staying focused, and working hard, Jaiden passed her Series 66 exam on the first try!
It’s a huge accomplishment and a fantastic step forward in her journey as an advisor. We’re proud of everything she’s put into getting here and excited see her continue growing, building relationships, and helping our clients pursue their financial goals.
Congratulations, Jaiden! We’re excited for what’s ahead! 💚
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3150 Dustin Road, Suite 2
Oregon, OH
43616
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