We Don’t Work With Customers
We Work With Clients, For Life
We believe wholeheartedly that trust is not given, it’s earned. That’s why when we engage in conversations with our clients, we understand that their trust is something we must continuously work to earn over time.
Our fee-based firm was built as a way to bring independent, sound financial management to Columbus, Ohio’s affluent communities. Our advisors have over a century of combined experience and a dedication to ongoing education that they proudly put toward optimizing your financial future.
Serve First Philosophy
Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life.
We believe in the Serve First philosophy of Service - First, Last and Always. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.
Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the qualities of our "Serve First" philosophy. And these are the commitments we make to each of our clients.