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Serving clients in the central Ohio area since 1982.

Serving clients in the central Ohio area since 1982.

Take advantage of our individualized, data-driven approach to help maximize your return.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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About Us

About Us

A sound investment strategy depends on understanding your goals and long-term market conditions. That's why we begin with your risk tolerance and time horizon before incorporating your financial goals into our data-driven approach.

Meet Our Team


To help our clients achieve their investment goals, we offer an array of services and investment options.


Achieving the ideal retirement in the future requires a strong foundation now.


From budgeting luxury expenditures to purchasing your perfect vacation home, we can help.


We have a long term record of helping clients maximize returns.


We can offer tax reduction strategies.


With sensitivity and care, let's discuss your family's situation.


Wealth management is one of the most overlooked parts of a successful retirement strategy.

Speak with a neighborhood advisor to learn how <strong>we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

Take the Next Step

Work with an objective wealth management firm that has your goals in mind—not one selling financial products.

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7600 Olentangy River Road, Suite B

Columbus, OH 43235