Fiduciary, Financial Advisor
serving Columbus, Ohio & beyond
Let's start planning your next phase of life!
We help those over age 50 determine if they are on track to meet their financial goals by working as a fee-based fiduciary advisor specializing in comprehensive financial planning and investment management.
Determining when you can retire or how to not outlive your savings is just the beginning.
We will work side-by-side with you as you continue to navigate life.
Comprehensive financial planning includes:
- Retirement planning
- Proactive income tax planning strategies
- Investment management
- Social security optimization
- Estate planning strategies
- Risk management planning
Learn about our financial services
Wealth Management
We offer investment advice that helps you manage your wealth from our dedicated team of financial specialists.
Financial Planning
Engage us for a one-time financial plan or ongoing financial planning to determine if you are on track to meet your goals.
Financial Planning for Divorce
We help individuals in all stages of divorce determine how their settlement will affect their lifestyle and provide strategic, proactive suggested changes to the division of assets before the divorce is final.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 Five Star Wealth Managers.
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