Established in 1972 and nestled on a sprawling 35-acre campus near Dayton, OH, our team has been dedicated to serving the needs of the investment community. Committed to goals-based advice and cultivating enduring relationships, we offer unwavering guidance through volatile markets and major life events.
Our in-house team and diverse services make us a go-to destination for your wealth management needs. Experience simplicity and guidance on your journey to financial success.