• Here’s why you should hire a Fiduciary
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  • We work with more than 350 clients all over the United States,
    serving families with investable assets of $250,000 or more.
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    Check out our Press & Media page and educate yourself
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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.

Meet the Team

Adam-Chair-Headshot-Cropped Home“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

Education & Media

Top 5 Questions to Ask When Searching for a Financial Advisor

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What’s My “Risk Number?”

Does your retirement portfolio match your long term goals. How much risk are you really taking?


Free Portfolio Risk Analysis

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Whether you’re planning for retirement, managing a life transition, or concerned about the longevity of your retirement nest egg, we’re here to help.

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