We are a fee-only organization that provides financial and non-financial services. We work only for you. We do not accept commissions or referral fees from anyone. We accept our fiduciary responsibility to you. We use a team that identifies your goals and creates strategies to achieve them. We can be your "Personal CFO", your "Concierge", and your "Family Office Agent" responsible for managing personal tasks. See our List of Services or About Us.
We use Charles Schwab and Company as our primary custodian, but you are able to maintain your assets with any custodian that grants us trading authorization.
-West Chester- 9078 Union Centre Blvd, Suite 350
-Blue Ash OH- 4555 Lake Forest Drive, Suite 500
-Downtown Cincinnati - Scripps Center 312 Walnut Street, Suite 1600,
-Norwood - Rookwood Tower - 3805 Edwards Road, Suite 550
-Florence KY - Turfway Ridge Office Park, 7310 Turfway Road, Suite 550