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Plant The Seeds For The Future You're Building.

Great financial guidance starts with understanding what you're working toward — for your family, your business, and the community you call home. At Moliterno Wealth Advisors, we help you turn today's hard work into tomorrow's harvest.

WEALTH MANAGEMENT Moliterno Wealth Advisors

Independent Financial Guidance in Poland, Ohio

01Wealth & Retirement

02Estate & Legacy

03Risk & Protection

04Business & Executive Services

Independent financial guidance, rooted right here in Poland, Ohio. We know that wealth isn't just about the markets — it's about the life you're building for the people who matter most. That's why we take the time to understand your full picture before we ever talk strategy.

Whether you're planting the first seeds of a retirement plan, growing a family business, or protecting a legacy for the next generation, our approach stays the same: straightforward advice, real relationships, and a plan built around you — not a product.

10+ Years Licensed in Insurance

2012

Earned the FSCP® Designation 2019

2019

A Few Words On How We WorkHow We Work With You.

  • Our Mission

    To provide honest, independent financial guidance that helps individuals, families, and business owners across the region grow and protect what matters most — without the pressure of proprietary products or one-size-fits-all advice.

  • Our Experience

    With over a decade in the insurance and financial field, we have hands-on experience guiding clients through every stage of life — from first jobs to retirement, from young families to multi-generational farms — we've built the kind of expertise that only comes from real relationships and real results

  • Our Approach

    We start by listening. Every recommendation we make is grounded in your goals, your timeline, and your comfort with risk — not a script. It's a collaborative, ongoing process, not a one-time transaction.

Meet Your Advisor

David Moliterno

David Moliterno, FSCP®

CEO

David founded Moliterno Wealth Advisors on a simple belief: people deserve financial advice that's independent, transparent, and built around their real lives — not a corporate agenda. Born and raised in the Mahoning Valley, David understands the value of hard work, community, and planning for the long haul.

As an FSCP® and independent advisor, David works closely with each client to build a plan that reflects where they've been and where they're headed — whether that's retirement, a growing business, or the legacy they want to leave behind.

A Few Notes On Our PracticeA Straightforward Approach To Your Wealth.

We believe good advice should be easy to understand and focused on clear communication and transparency. Built on more than a decade in insurance and our own local agency since 2017, our approach starts by protecting what you've already built, then plans for where you want to go, with recommendations based on your goals, needs, and applicable circumstances. Here's what that looks like in practice:

FSCP®

FSCP® covers the core areas of financial planning, so we look at your whole picture, not just one account.

Independent

We're not tied to a single company's products. Advisory services are offered through United Planners, so recommendations start with your goals.

Who We Help

Families & Individuals

Families & Individuals

Building a financial plan around what matters most to you and the people you love.

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Business Owners & Farmers

Business Owners & Farmers

Practical guidance for the unique financial demands of running a business or working the land.

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Executives & High-Net-Worth

Executives & High-Net-Worth

Sophisticated strategies for complex compensation, concentrated positions, and tax-efficient growth.

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

A clear plan for turning what you've saved into lasting, dependable income.

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Don't see yourself here? Let's talk anyway.

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READY TO GET STARTED?Who You Work With Makes A Difference.

READY TO GET STARTED?Who You Work With Makes A Difference.

Choosing a financial advisor is a personal decision — and it should feel like one. Schedule a no-obligation call and see if we're the right fit to help you grow what you've built.

What We Do.

Our services are built around four core areas of financial life. Wherever you're starting from, we'll help you build a plan that connects the dots.

Wealth & Retirement

Wealth & Retirement

A personalized roadmap for growing your savings today and turning it into reliable income tomorrow.

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Estate & Legacy

Estate & Legacy

Thoughtful planning to protect your assets and pass on your legacy exactly the way you intend.

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Risk & Protection

Risk & Protection

The right coverage to protect your family, your income, and your business from the unexpected.

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Business &Executive Services

Business &
Executive Services

Specialized strategies for business owners and executives navigating complex compensation and succession planning.

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