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Multi-Family OfficeRIA · CRD 327291State-Registered Investment Adviser

Updated:

Apricity Financial Planning

Apricity Financial Planning is a financial planning firm serving women in Ohio, with a focus on clarity, warmth, and steady guidance during life transitions.

Overview

Apricity Financial Planning is a financial planning firm serving women in Ohio, with a focus on clarity, warmth, and steady guidance during life transitions. As fiduciary financial advisors in Toledo, Ohio, they help clients navigate divorce, loss, career change, or retirement with simple steps and values-aligned support. Their mission is to empower women to simplify their money, gain financial clarity, and make confident, aligned financial decisions.

General information

Firm type

Multi Family Office

Location

City

Toledo

Principals

Kelsey

Sector focus

Women navigating major life and career transitions

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