We are a large-and-growing wealth management enterprise with offices in Ohio, Indiana, Chicago, North Carolina, Georgia, and Florida. As of March 2024, we have nine offices in five states and will be adding two more by May of 2025.... and we continue to expand and flourish. We are grateful to have 35 amazing associates in our practice including 19 Financial Advisors.
Our Mission is to enhance financial prosperity and ease the burden of wealth management, with the ultimate goal of increasing quality of life. We seek to accomplish this by adhering to the following commitments:
The best interests of our clients come first. Every. Single. Time.
Our Financial Advisors remain at the forefront of the industry in knowledge, education, certifications, and registrations.
Each member of our team has a positive attitude, is friendly, resourceful, efficient, and aims to exceed client expectations.
Our client service is unparalleled. There is no greater investment we can make than investing in our relationships with our clients.
Our Core Values are:
1. Growth Mindset
2. Teamwork
3. Enjoyment
To be the right person, you need to share our Core Values.
