Mediate Financial Investment Advisory Services, LLC

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Client assets under management

$93,811,564

Clients

417

10% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

139

Very High

Average account size

$224,968

About

Mediate Financial Investment Advisory Services, LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, and business clients, managing approximately $93.8 million for about 417 accounts. It offers a complimentary initial consultation and tailors planning or specific planning components, delivering a written financial plan for comprehensive engagements.

The firm employs asset allocation and cyclical investing and implements proprietary model portfolios named All‑Assets, Greatest Hits, Cyclical Super Sector, and International Titans, with recommendations shaped by performance, fees, tax efficiency, and client preferences. Accounts are generally managed on a discretionary basis, with fees calculated and deducted through the custodian and at least annual reviews or additional reviews following material changes in client circumstances.

The brochure discloses that the firm’s owner also operates Mediate Financial Services, Inc., a licensed insurance agency and tax preparation business; the owner spends approximately half of his time on those activities, may recommend insurance or tax services to clients, and receives commissions for insurance sales, a potential conflict the firm says it seeks to mitigate. The firm also advertises third‑party ratings and directs clients to its website and the SEC’s adviserinfo portal for additional information, a mix of marketing and affiliations that is less common among similar supported firms.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting Active portfolio management

Fee options

Fixed

Comprehensive financial planning fixed fee of $1,200

Project-based

$150 per hour, minimum $300, maximum $20,000

Main office location

Mediate Financial Investment Advisory Services, LLC

6674 Tippecanoe Rd, Suite 6

Canfield OH 44406, United States

Number of offices

Most active in

Ohio · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 330-702-3556

Advisors at this firm

Christopher M

Series 63, Series 65

Canfield, OH

Mediate Financial Investment Advisory Services, LLC

Christopher Mediate is a financial advisor with Mediate Financial Investment Advisory Services, LLC in Canfield, Ohio. He holds Series 63 and Series 65 designations and has 17 years of industry experience. Mediate also owns Mediate Financial Services, Inc., where he is involved in insurance sales and tax planning. Mediate Financial Investment Advisory Services, LLC provides individualized financial planning and discretionary portfolio management to individuals, retirement plans, and business entities. The firm manages approximately $67 million using a proprietary investment approach that combines asset allocation with cyclical sector rotation through model portfolios.

Cash flow / budgeting Active portfolio management

Christopher M

Series 65

Canfield, OH

Mediate Financial Investment Advisory Services, LLC

Christopher Mediate is a financial advisor at Mediate Financial Investment Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has worked in financial services since 2013, including roles in client relations and insurance sales. Mediate Financial Investment Advisory Services, LLC provides individualized financial planning and discretionary portfolio management to individuals, retirement plans, and business entities. The firm manages approximately $67 million across several hundred clients, using proprietary model portfolios that integrate asset allocation with cyclical sector rotation.

Cash flow / budgeting Active portfolio management

John R

Series 65

Canfield, OH

Mediate Financial Investment Advisory Services, LLC

John Ryan is a financial advisor at Mediate Financial Investment Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Mediate Financial since 2019. In addition to his advisory role, he is a licensed insurance agent involved in life and health insurance sales. Mediate Financial Investment Advisory Services, LLC provides individualized financial planning and discretionary portfolio management to individuals, retirement plans, and business entities. The firm employs a proprietary investment approach combining asset allocation with cyclical sector rotation and manages approximately $67 million across several hundred client relationships.

Cash flow / budgeting Active portfolio management

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