# Reed Financial Services

Reed Financial Services is a Bank / Wealth / Trust based in Cleveland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** 5885 Landerbrook Drive, Suite 110, Cleveland, Ohio 44124, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** reed-financial.com
- **LinkedIn:** https://www.linkedin.com/company/reed-financial-services-inc

## Regulatory record

- **CRD number:** 112179
- **SEC file number:** 801-35002
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112179

## About

Founded in 1986, Reed Financial Services operates from a single office in Cleveland, Ohio. The firm operates as a registered investment advisor, providing financial planning, investment management, and retirement planning to individuals and high-net-worth families. Its model centers on acting as a family's outsourced financial office — coordinating estate planning, tax strategy, and charitable giving alongside portfolio management. The firm deploys client capital across a broad suite of wealth-management functions intended to function as a comprehensive family office for those without dedicated private-family-office infrastructure. Its service suite spans investment management, retirement planning, estate planning, tax planning, long-term care planning, and charitable giving. The geographic footprint is concentrated in the Cleveland metropolitan area, where most client relationships are based. The firm operates on an appointment and proactive-outreach basis, with its physical office closed to walk-ins on Wednesdays while staff work remotely. Reed Financial has no disclosed institutional deployment figures, partner vehicles, or club memberships. The team is described as having worked together for many years in a culture built on internal trust and client continuity. The firm emphasizes responsiveness and daily financial administration — handling details on clients' behalf so they do not have to track deadlines or paperwork. No recent operational event within the last 24 months has been publicly disclosed. Reed Financial's structure blends a fee-only RIA chassis with the service scope of a small multi-family office. Unlike most registered investment advisors that focus on portfolio construction alone, Reed couples asset management with hands-on life administration — paying bills, coordinating estate documents, and proactively flagging planning issues. This operating posture makes it a substitute for a dedicated single-family office for local business owners and professionals who have not yet institutionalized their wealth management.

## Questions

### Who runs investment decisions at Reed Financial Services?

The firm does not publicly name a chief investment officer or investment committee chair. Its website describes a team-based approach where multiple professionals collaborate on behalf of each client. Specific decision-making authorities have not been disclosed.

## Related profiles

- [REDW Wealth](https://altss.com/profile/redw-wealth)
- [Reef Capital Ventures](https://altss.com/profile/reef-capital-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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