Tartan Wealth Management LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

Tartan Wealth Management LLC operates in the financial services sector, offering a range of planning and advisory services designed to address clients’ financial needs. The firm provides financial planning, insurance, core portfolio management, and estate and business succession planning to help clients navigate complex financial decisions. Advisory services are conducted through affiliated entities Beacon Financial Advisory, LLC and Lincoln Investment, Registered Investment Advisors, with securities offered through Lincoln Investment, Broker/Dealer, a member of FINRA/SIPC. Based in Dublin, Ohio, the company emphasizes a personalized, high-level level of guidance and knowledge drawn from more than five decades of combined experience among its advisors. The organization positions itself as independent and non-affiliated with the named advisory and broker/ dealer entities. The business appears to serve individual clients and potentially small business owners seeking integrated, comprehensive financial solutions from a local firm.

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