Growing financial consultation firm opens new Coshocton branch

Leonard L. Hayhurst, Coshocton Tribune
·2 min read

COSHOCTON − Helping Coshocton residents get their finances right for big purchases, retirement and more is the goal of a new financial advisory service now open in Downtown Coshocton.

An open house and ribbon cutting was recently held for NorthPointe Wealth Management, 416 Main St. They also have offices in Zanesville and Dublin. New offices in other areas is possible in the future. The whole company has 17 employees total and manages more than a $1 billion in assets.

Michael Nesselroad of Zanesville is the co-founder of the business with Adam Fischer as managing director and senior financial adviser. Aaron Dailey works at the Coshocton office as a financial adviser and Chantel Tracey is the client associate.

Chantel Tracey, Aaron Dailey, Michael Nesselroad and Adam Fischer are the team at NorthPointe Wealth Management in Coshocton. Fischer is a Warsaw native and Nesselroad is from Zanesville. The pair with Dailey previously worked for Chase Bank together.
Chantel Tracey, Aaron Dailey, Michael Nesselroad and Adam Fischer are the team at NorthPointe Wealth Management in Coshocton. Fischer is a Warsaw native and Nesselroad is from Zanesville. The pair with Dailey previously worked for Chase Bank together.

Fischer, Nesselroad and Dailey all worked for Chase Bank at one point together. Nesselroad left the bank about five years ago to start NorthPointe. As the company grew, Nesselroad tapped financial advisers he knew to join.

"This was a natural area for him and I. We have experience working together and had a lot of clients in the area," said Fischer, a Warsaw native.

He's thrilled to be in Coshocton and said community feedback for him and the business has been strong so far.

"It's the hometown feel. It's where I grew up. It's where I'm rooted," Fischer said on still calling Coshocton County home. "The people here are very embracing. It's a very different community than what you get elsewhere. It truly is home and I wanted to serve the people I grew up with and lived with."

Fischer and Nesselroad said they're happy to be in Downtown Coshocton, which they believe is on an upswing. Nesselroad said they did a lot of renovations to their building, which was last an office for the American Red Cross.

"I felt good in making an investment in Coshocton," Nesselroad said. "I think in the next two to three years Main Street will keep expanding."

Financial plans are tailored to the client with their appetite for risk and the current tax picture taken into account once assets and goals are ascertained. Estate attorneys, certified public accounts and other experts are also consulted as needed. Fischer said they think of themselves as a quarterback leading a diverse team.

"We go into every facet of financial services," he said. "You're not piecing and parting everything together for your financial plan and trying to track down specialists for certain areas. We've done that for you."

NorthPointe Wealth Management with branches in Zanesville and Dublin recently opened an office in Coshocton.
NorthPointe Wealth Management with branches in Zanesville and Dublin recently opened an office in Coshocton.

Initial consultation is free. Fees from there are based on client needs and services rendered.

For more information, call NorthPointe Wealth Management at 740-202-9750. The firm is part of Wells Fargo Advisors.

Leonard Hayhurst is a community content coordinator and general news reporter for the Coshocton Tribune with more than 15 years of local journalism experience and multiple awards from the Ohio Associated Press. He can be reached at 740-295-3417 or llhayhur@coshoctontribune.com. Follow him on X (formerly Twitter) at @llhayhurst.

This article originally appeared on Coshocton Tribune: NorthPointe Wealth Management financial advisers opens Coshocton office