WHO WE ARE

With over 90 years of collective experience, we know what it takes to accumulate, enjoy and endow wealth. How are we different from other firms promising the same? We Listen. We want to hear what makes you tick, and understand your strengths, weaknesses, opportunities and threats. We educate. All three of our principles are currently, or have been, educators at The Ohio State University. We create. Together we create solutions that are uniquely yours. And we care. We form lasting relationships with our clients that are based on a foundation of trust, and we take these relationships very seriously.