WHO WE SERVE
Business Owners
Small business owners, partners, and entrepreneurs looking to make an impact in their community as well as grow and preserve their wealth for generations.
Athletes
Goal Oriented – current/former collegiate and professional athletes that maintain a drive for mastering their craft, starting/raising a family, and progressing through their career.
Company Retirement Plans
Companies that currently or are looking to offer 401(k), Profit Sharing, Defined Benefit, SIMPLE & SEP IRA plans. Providing fiduciary protection, consulting and financial wellness to retirement plan clients.
WHO WE ARE
Striving for your success in all money matters
Sorting out the pros and cons of an overwhelming number of investments and how each may impact your situation requires an expertise those with everyday lives have not the time to master. Let us help.
Independent,
Fiduciary,
Fee Only,
Conflict Free
Advice
WHO WE ARE
Striving for your success in all money matters
Sorting out the pros and cons of an overwhelming number of investments and how each may impact your situation requires an expertise those with everyday lives have not the time to master. Let us help.
Independent,
Fiduciary,
Fee Only,
Conflict Free
Advice
KEEPING IT INFORMAL
Let’s meet for coffee
We know it’s about relationships. You have no desire to open your financial life to someone just looking to make money off of you, but someone who becomes a friend and keeps your best interest foremost in determing what advice to offer.
KEEPING IT INFORMAL
Let’s meet for coffee
We know it’s about relationships. You have no desire to open your financial life to someone just looking to make money off of you, but someone who becomes a friend and keeps your best interest foremost in determining what advice to offer.
Contact Us
Address
Other Offices conveniently located in Blue Ash, West Chester, Downtown and Northern Kentucky