It’s Your Future.
Let’s Plan For It, Together.

Since 1985 we’ve had one goal—to eliminate the stress often associated with planning your financial future. That means we provide analysis in a language you understand, clear recommendations on what you should do, and straightforward answers to your questions.

We Do Things Differently

We believe you shouldn’t have to pay more for financial planning simply because you are worth more. Instead, we offer a flat, fixed-dollar fee that reflects our work rather than your net worth – resulting in a more effective financial planning experience.

Connect With A Planner

Tell us how to contact you and how we can help, and we will be in touch shortly. We look forward to talking with you soon.

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Prefer To Connect The Old Fashioned Way?

That’s great! You can reach us through the following methods.

(614) 481-8449
(855) 805-3508

Office Hours:

Monday – Thursday: 7:30am – 5:00pm
Friday: 7:30am – 12:00pm

Here Are Some Questions We Can Help You Answer

  • How is our approach different?

    Our approach revolves around your goals and how we can help you accomplish your vision for the future. We get to know you through casual yet informative conversations, uncomplicated meetings, and personal care that goes beyond the dollars and cents of your finances.

  • What should you expect after contacting us?

    Someone from our team will reach out to you in the next few days to schedule an appointment. During our initial conversation, you’ll have a chance to talk about your financial goals – and learn more about how we can help you achieve them.

    Following our conversation, we will prepare an outline of services we believe would be beneficial for you, along with an estimate of cost.

  • What is our fee structure?

    We charge a flat, fixed fee based on the time and resources required, not the amount of assets you have. We do not mask our fees in seemingly marginal percentages; we offer advice and guidance based on your full financial picture, and our qualifications and business practices are laid out in detail in our ADV.

Finance Is Personal.
So Are We.

That’s why we care about things like tax impact, related costs, and “understandability” when helping you make financial decisions.

We believe every decision should weigh both short- and long-term benefits and consequences to ensure the best possible path to your goals. And whatever you decide, we will provide support each step of the way.

Want To Know Where To Find Us?

475 Metro Pl S, Suite 460
Dublin, OH 43017

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