Ownership Advisors is led by Managing Directors Richard Tanner and Jordan Greenwald, advisors with decades of experience helping successful families and business owners navigate complex planning, ownership transitions, and advanced wealth transfer.
Richard Tanner holds the Chartered Life Underwriter® (CLU®) and Chartered Advisor in Philanthropy® (CAP®) designations and is an Accredited Estate Planner® (AEP®), known for skilled collaboration across legal, tax, and investment disciplines.
Behind the principals stands a specialized team, including a chief underwriter, advanced case design, and dedicated client service, plus senior specialists in private placement life insurance. This bench allows Ownership Advisors to engineer and service sophisticated strategies in-house.
Richard Tanner is the founder and CEO of Ownership Advisors, a Cleveland, Ohio firm advising high-net-worth families on complex liquidity planning, ownership transitions, and advanced wealth transfer. With more than 30 years of experience, he is the creator of the Probate Dress Rehearsal™, a process that stress-tests plans, trustee readiness, and beneficiary alignment before it’s too late.
Jordan Greenwald is a Managing Director of Ownership Advisors who brings broad planning expertise to business owners and multi-generational enterprises. He began his career within the M Financial system before helping build and lead a successful firm founded by his father more than 40 years ago. His experience spans business succession, individual insurance design, and executive planning.
Yes. Ownership Advisors has a dedicated employee benefits team — led by principals Quinn Parker and Rod Strata with Vice President Scott Nosse — delivering best-in-class group and executive benefit services for privately held businesses.
M Financial Group is a leading life insurance distribution, service, and product organization serving high-net-worth individuals, executives, and employers. For over 40 years, clients have relied on M’s Member Firms for independent advice, exclusive insurance products, wealth and retirement solutions, and premier service.
Because scale changes what’s possible. Through M Financial, Ownership Advisors can access insurance products designed specifically for high-net-worth clients, specialized underwriting, and innovative planning resources — capabilities that allow the firm to work at a family-office level.
Yes. Ownership Advisors is independently owned and operated. The M Financial affiliation provides resources and reach, while advice remains independent and grounded in each family’s goals.
Ownership Advisors is an independently owned and operated Member Firm of M Financial Group. That affiliation combines independent, client-first advice with the collective strength of a national network — exclusive products, deep technical expertise, and industry-leading carrier relationships.
Back Office Solutions is M Financial’s deep bench of specialists in advanced plan design, product strategy, underwriting, and case management. As a strategic extension of each Member Firm, it helps transform complex planning needs into clear, compelling solutions for successful families and business owners.
