Your path to financial freedom and lifetime independence.
one key principle has been the foundation of our company: all financial advice should be provided as if it were to be the on the cover page of tomorrow’s news. As one of the few, truly fee-only retirement planning firms in central Ohio, we provide high-touch, caring, fiduciary-driven financial planning and investment management to individuals, couples, and companies.
we work with you to build a fully customized financial plan, develop a retirement plan, construct an appropriate investment portfolio, and continually monitor your investments on a daily basis. As you join our family of clients, we will passionately construct a path for you to retire worry-free, and enjoy the best version of your life.