WHO WE SERVE
We are honored to serve clients across a number of states, many of which are in our hometown of Dayton, Ohio.
No two clients are the same - each with a unique set of circumstances and challenges. They come to us with experience in various industries and walks of life.
We often see common threads when clients initially engage us. They are often experiencing life changes such as:
Preparing for retirement
Monetizing their business
Saving toward education for children or grandchildren
Inheriting family assets
Caring for aging parents
Going through a family transition such as birth, marriage, or divorce
We especially enjoy working with multiple generations of families. In fact, we make it a practice to extend financial planning services and a client’s pricing to their linear family - children, grandchildren, and even parents.
Regardless of circumstance, our clients are those seeking sound, objective advice from a team that will serve as a steward of their financial planning and investment portfolios.