Since 1993, we have helped proactive families and individuals in the greater Cincinnati area make the most of their money. As an independent, fee-only financial planner, we offer unbiased advice that focuses on your complete financial picture, not just your investments.
It is our mission to help you achieve financial peace of mind, and we do that best by understanding your concerns, needs, and goals. We take the time to learn about where you are and where you want to go. We then develop a comprehensive financial plan and investment portfolio proposal to address your concerns and achieve your goals.
