President
CurrentOwnership Advisors Inc. is a privately held financial advisory firm providing customized wealth counseling to high net-worth families in the estate, business succession and money management areas. Founder and President Richard Tanner is recognized nationally as an innovator in values-based financial planning for entrepreneurial families. Ownership Advisors is devoted to helping affluent families link their money to their mission through wealth counseling, coaching and wise money management.As president, Richard is a leader and innovator in values-based planning and focuses his unique talent in helping families maintain harmony throughout the process. Richard is also a recognized authority on the creative use of employee ownership in family firms. Richard has been a speaker for industry and professional groups including: The Attorneys for Family Held Enterprises, Cleveland Estate Analysts, The ESOP Association, The National Center for Employee Ownership (NCEO), Ohio Ownership Center, Greater Cleveland Growth Association, Catholic Charities, Northern Ohio Planned Giving Council, The Ohio Chapter of CPA’s, American Society of CLU, Precision Machined Products Association, Precision Metal Formers Association, Wire Rope Association, Steel Tank Institute, Ashland University and Kent State University.
