Dream Ridge Capital Group Limited

Address

222 S. Main St #220
Akron, OH 44308

Contact

Phone: 330.535.4550

Who We Serve

Endowment & Foundation Leaders Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

See Nearby Locations

Uniontown, OH

Endowment & Foundation Leaders

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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Dream Ridge Capital Group Limited

Akron

We’re here to serve as a guiding hand helping you navigate financial and fiduciary responsibilities on behalf of your Akron-based company or nonprofit organization. Our values-based approach ensures Dream Ridge Capital Group Limited advisors have your financial goals top of mind. Reach out to our office today to learn how our expert team can help you.

Our Team

Shaun Cox

Financial Advisor | Relationship Manager

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T. Grey Kennedy

Senior Financial Advisor

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Paul R. Stibich, Jr.

Senior Financial Advisor

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Stephen D. Wilt

Principal | Financial Advisor

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The 401(k) plan is the single largest pool of wealth that most Americans will ever accumulate. Our team in Akron is dedicated to assisting all plan participants and plan sponsors. Our focus is on helping your employees maximize their opportunity to achieve a secure retirement.

Steve Wilt