Anthony Ruiz

Helping people retire comfortably and remain comfortably retired.

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Ruiz Financial Group Anthony Ruiz
Toledo, OH

Serving Clients Nationwide

Helping people retire comfortably and remain comfortably retired.

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Growing up in Toledo, Ohio, Anthony is a proud alumnus of St. Francis deSales High School and the University of Toledo. His journey into the world of finance began 17 years ago as a graduate student at the University of Toledo. It was there, as president of the Student Managed Portfolio, that he discovered a burgeoning passion for investment management—a passion that has since defined his professional life.

With a career spanning various facets of the investment world, including institutional, trust, and retail investment management, his experience is both broad and deep. This extensive background has equipped him with the knowledge and insight necessary to navigate the complex waters of finance.

In a bold move to reshape the financial services landscape, he founded Ruiz Financial Group. The firm stands as a beacon of his philosophy: to offer personalized financial guidance that is sincere, comprehensive, and crafted to align with the unique objectives of each client, rather than conforming to the one-size-fits-all approach of corporate agendas.

Married for over two decades, Anthony and his wife are the proud parents of two adult sons, Aidan and Justus. His family life is a testament to his dedication and commitment, values that he carries over into his professional endeavors.

Anthony’s story is one of local roots growing into widespread branches, touching lives through a blend of personal experience, professional acumen, and a heartfelt desire to make a difference in the financial well-being of his clients.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Private Wealth Advisor (CPWA)
  • Master of Business Administration (MBA)

Primary Location

2718 Centennial Rd, Toledo, OH 43617

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Based
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. Yes, our initial meeting is free, confidential, and carries no obligation. We can accommodate appointments over the phone, online or in-person. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Ruiz Financial Group is designed with you in mind. Our SMART Planning™ process delivers advice for the purpose of providing clarity, financial confidence, and pursuit of real and lasting financial independence to our clients.

Your Dreams Matter and Your Future is Our Priority

✔️ Tax Planning

Our tax planning process aims to lower your lifetime tax obligation by providing you with the information necessary to make smart financial decisions.

✔️ Investment Management

Our SMART Investing™ process offers a wide range of strategies and investment products tailored to suit your unique goals, income needs, and lifestyle.

✔️ Retirement Planning

Our retirement planning process focuses on answering how much money you will need to retire comfortably and remain comfortably retired.

✔️ SMART Planning™

Our proprietary financial planning process helps provide the confidence you need for your financial decisions so that you can pursue your passions without reservation.

✔️ Financial Estate Management

Our estate planning process is meant to provide useful education and tangible strategies to pass on your wealth commensurate to your desires .

✔️ Insurance Review

Managing risk and protecting your family from unexpected financial losses is a necessary step towards achieving financial independence.

Navigating Wealth, Guiding Success

We value quality over quantity and believe that the appropriate service comes from building deeper relationships with our clients. We strive to know you better so we can serve you better. We collaborate with you to understand your needs, goals, and aspirations so that you create a clear and vivid picture of your dreams.

Once we understand your current situation, we then work with you to overcome the challenges and obstacles that stand in your way.

Education

The University of Toledo, MBA, Finance | BS, Physical Science & Business Administration

Hobbies and Interests

  • Family
  • Music
  • Swimming
  • Traveling

FINRA Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Corporate Executives
  • Dentists
  • Divorce
  • Families
  • Individuals
  • Living in Retirement
  • Physicians
  • Therapists

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.