WHO WE ARE

A Team With Experience and Vision

We are a team of experienced, trustworthy financial planning professionals in Ohio dedicated to a common goal – helping you achieve financial independence. We serve as your partner in creating a comprehensive financial plan to guide you on a path toward a more secure future. We specialize in developing strategies for individuals, families, business and farm owners by providing streamlined strategies to complex challenges.

our mission

Our mission is to guide individuals, families, business owners and farm owners on a path toward financial security throughout Ohio. To do so, we provide honest, trustworthy, objective recommendations that are at all times in the best interests of our clients. Put simply, we serve as your trusted partner in helping you achieve your goals.

What We Do

Our Services

We provide customized financial planning services designed to meet your needs.

Experience You Can Trust

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110

Years of Combined Experience

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23

States Served

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40+

Years In Business

Who We Serve

OUR CLIENTS

We are committed to building long-term partnerships.

LOCATIONS

4942 Reed Road<br>Columbus, OH 43220
4942 Reed Road
Columbus, OH 43220
4200 Hoover Road<br>Grove City, OH 43123
4200 Hoover Road
Grove City, OH 43123
285 Main Street<br>Bellville, OH 44813
285 Main Street
Bellville, OH 44813
785 Dover Road <br>Sugarcreek, OH 44681
785 Dover Road
Sugarcreek, OH 44681

contact us

We look forward to getting to know you.

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