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Forbes Best-in State Wealth Management Teams, 2023

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2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials.

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Investing in the next generation

New headquarters in Dublin Bridge Park, Dublin, Ohio & an additional $500M assets under management in 2023

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$2.2 Billion asset under management

(as of 12/11/24), starting with $27M in 2001

We believe in working together.

We believe in open dialogue and the sharing of new insights. As a boutique investment advisory, you will have the chance to interact with many members of our team because we understand the value of having a deep bench. Our team is always there for you.

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We believe in your future.

A ratio of 2x support staff to financial advisors, ensuring we’re rigorous with proactively serving the needs of our clients (as of 12/11/24).

When you work with us, we bring a spirit of loyalty, service, and an unwavering commitment to your success. We’re excited to serve you and are ready to help you define your financial goals and take care of the important people in your life.