About Us
Client Centered
The Tavenner Company was formed in the state of Ohio in 1986, and later registered through the Security and Exchange Commission in 1989. Our management team has a combined 74 years of investment experience. The firm is family owned and operated, with current owner being second generation.
We take an individual approach with all our customers, learning about their lifestyles, concerns, and objectives for investing. Our investment recommendations are made after a diligent review of customers financial goals and are based upon a well balanced investment plan that the customer both understands and agrees is the best course.
Our firm is independent, with access to multiple investment solutions to incorporate in the customer's financial plan. We truly believe our independence provides customers with a better experience, as it allows us to to bring innovative, updated, and inspired products to every client based on their current situation and future lifestyle goals.