HERE TO HELP
Let’s Talk About What's Next For You
Whether you’re looking for a fresh perspective on your financial plan or ready to start building one, we’d love to connect. Our team works with families, business owners, and executives in Ohio, Kentucky, the Carolinas, Florida, and beyond, helping them bring clarity and structure to every decision.
Tell us a little about what’s on your mind, and we’ll make sure the right member of our team reaches out.
Four Regional Locations
Cincinnati, Ohio
7661 Beechmont Avenue, Suite 200
Cincinnati, OH 45255
Cleveland, Ohio
9930 Johnnycake Ridge Road, Suite 2B
Concord, OH 44060
Lexington, Kentucky
998 Governors Lane, Suite 325
Lexington, KY 40513
Mansfield, Ohio
1485 Lexington Ave
Mansfield, OH 44907
OTHER LOCAL OFFICES
More Places to Meet With Us
Akron
388 South Main Street
Akron, Ohio 44311
(330) 345-3950
Ashland
20 East Main Street
Ashland, Ohio 44805
(419) 524-4562
Canton
2014 Champions Gateway NW, 3rd Floor
Canton, Ohio 44708
(330) 345-3950
Columbus
470 Olde Worthington Rd, Ste 200
Westerville, Ohio 43082
(614) 705-1856
Dayton
70 Birch Alley, Suite 240
Beavercreek, Ohio 45440
(614) 705-1856
Dublin
5194 Blazer Parkway
Dublin, Ohio 43017
(614) 705-1856
Toledo
1715 Indian Wood Circle
Maumee, Ohio 43537
(419) 524-4562
Wooster
3524 Commerce Pkwy
Wooster, Ohio 44691
(330) 345-3950