B.A. Schrock Wealth Management

B.A. Schrock Wealth Management

B.A. Schrock Wealth Management was established in 2012 in Wadsworth, Ohio by Ben Schrock, who leads as owner and investment advisor representative. The firm operates as a local registered investment adviser serving individuals, high-net-worth families, and entities. Its public disclosures focus on the accumulation-to-retirement transition market rather than the institutional or multi-generational family-office segment. The firm's public strategy emphasizes portfolio management, financial planning, and insurance services — with no disclosed asset-class breakdown, institutional investment mandates, or alternative-asset co-investment activity. Its structure uses individual advisory relationships rather than pooled vehicles or fund commitments. The UNLOCK™ Process forms the center of its service model, mapping client retirement goals across income, risk, taxation, Social Security, and estate planning. There are no named portfolio companies, direct investments, or third-party fund managers cited in available disclosures. B.A. Schrock reports six named professionals on its team, including Chief Investment Officer Keith Lockwood, CFP® holders Colleen Goodwillie and Dan Oaklief, and Chief Operations Officer Kaitlin Schrock. The firm operates from a single office at 131 College Street in Wadsworth. It publishes weekly financial-planning content through its "Unlocking Your Financial Future" podcast and maintains a client-facing consolidated app. No sub-advisory vehicles, club-deal access, or institutional co-investor structures are disclosed. The firm's structural model is a classic Main Street wealth advisory — a small, generalist team competing on local relationships rather than scale, sector specialization, or direct investment capacity. Its proprietary UNLOCK™ branding represents a retail-client engagement framework rather than a differentiated investment sourcing advantage. Ownership succession or any operating-company relationship beyond the Schrock name has not been disclosed.