Alluvial Private Wealth Email Format
Financial ServicesOhio, United States11-50 Employees
Alluvial Private Wealth is an independent wealth management firm with offices in Marion and Cleveland, Ohio. It provides retirement income planning, investment portfolio management, and special needs financial planning, aiming to deliver customized solutions tailored to each client's circumstances. The team is led by Lars Olson, CFP ChSNC CPFA CAP CRPS, and includes advisers Randy Bliss, CFP, Manoj Sharma, and Lisa Bush; securities are offered through Sanctuary Securities, Inc. (FINRA/SIPC) and advisory services are provided through Sanctuary Advisors, LLC, an SEC-registered investment adviser. Within the financial services industry, Alluvial positions itself as an independent advisor focused on individuals and families seeking comprehensive, personalized financial planning. A recent development is the January 2026 hire of Blackburn as independent wealth advisor, Vice President and co-owner of the firm's Cleveland business, reflecting expansion.