7650 Rivers Edge Drive, Suite 250
Columbus, OH 43235
614.888.6516
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Who We Are

Our financial professionals have designations which include Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.

Our mission is to get the job done.  Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning; using proven strategies and state-of-the-art software.  Our advisors can help clients implement financial solutions to address the unique needs uncovered during the financial planning process.

Our goal is always to construct a financial roadmap specifically tailored to each fit each individual or family.  Since no two people are alike, no two financial plans will ever be the same.  They are unique, just like the people with whom we work.

If this kind of partnership makes sense to you, give us the opportunity to personally discuss the benefits you and your employees will enjoy by working with us.

*Not practicing on behalf of Lincoln Financial Advisors

Our mission is to get the job done. Whether it's helping people invest their money, selecting private money managers, facilitating the exercise of stock options, securing life insurance or designing complicated estate plans, we work with our clients until all the details have been completed.

Our goal is always to construct a financial roadmap specifically tailored to each individual or family. Since no two people are the same, no two financial plans will ever be the same. They are unique, just like the people with whom we work.