We welcome the opportunity to work with any individual that is looking to make an impact with their wealth, either now or in the future. With that said, our clients predominately fall into three categories:

1) Nonprofit employees

2) Retirees wanting tax-efficient strategies for their charitable contributions

3) Pre-retirees looking to build their wealth to ultimately impact their communities

Yes! We use Microsoft Teams to meet with clients virtually throughout the state of Ohio and across the U.S.

No. Our firm believes that financial planning should be accessible for everyone. We are committed to working with people that want to improve their financial situation.

We use either Charles Schwab or Altruist as custodian for your non-employer investment accounts.

Both companies provide exceptional service and data security.

Our firm has great relationships with multiple estate attorneys throughout Columbus, Ohio. We regularly refer clients to these attorneys. In addition, we welcome the opportunity to accompany you to meetings with the estate attorney. Doing so ensures that everyone is on the same page and implementation is as smooth as possible.

As a fee-only firm, we do not sell any insurance products. However, we do work with an insurance broker that will obtain quotes from multiple companies. From there, we can determine which insurance company is the best solution for your insurance needs.