Get to know Michael R. Koly, RICP, NSSA

Michael 2021

Michael R. Koly, RICP, NSSA

Investment Advisor Representative

Michael values the importance of a trust-based relationship and sincerely enjoys taking the time to get to know his clients. By actively listening to his client’s story, he can genuinely understand their retirement goals and objectives to help them realize their dreams.

For over 35 years, Michael has advised his clients concerning the best approach for overall financial development, investment strategy, income and asset protection, and estate organization. Protecting, growing, and stewarding family wealth and helping folks “retire with confidence” is Michael’s goal.

Michael has a BBA degree in finance and real estate from Kent State University. He recently served for 4 years as Junior Warden on St. Luke’s vestry and volunteers in the youth ministry.
He resides in Norton, Ohio with his bride Nancy of 30 years. They have one daughter and one grandchild. Michael loves traveling the country, antiquing, golfing, backpacking, and dining with friends and family.