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Here’s why you should hire a FiduciaryLearn More
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We work with more than 350 clients all over the United States,Learn More
serving families with investable assets of $250,000 or more. -
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Your path to financial freedom and lifetime independence.
Since 2001,
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, true fiduciary firms in central Ohio, we provide high-touch financial planning, estate planning, business succession planning and investment management to individuals, couples, and companies.
Through a 4-step process,
we work with you to build a fully customized financial 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.
“No one can control the political climate, the economy, or the direction of the markets. What they can control is how well they plan and how much they save. My job is to help my clients put one foot in front of the other, all while staying focused on the fact that this journey is a marathon, not a sprint.”
Adam Koos, CFP®, CMT®, CEPA
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