When working with us, you can expect

Expertise to address the complexities in your life.

We offer more than investment management. We provide our clients with the technical know-how and deep experience to address complex financial situations and simplify their lives. Meet our team

Personalized and comprehensive wealth strategies.

We create a personalized financial playbook for every client that includes wealth strategies tied to the quality of life they’re seeking and the impact they want to make in the world. Learn about how we work with clients

Cincinnati fee-only wealth management firm

An unwavering commitment to you.

We are more than a fiduciary. We’re a boutique wealth management firm that sets an extremely high bar for the standard of care we deliver to clients. Our transparent, objective, consultative approach is intended to make you feel empowered and fully informed to make the very best decisions for your life’s journey. Read our firm story


Quarterly Commentary: First Quarter 2021
We celebrate entering spring hopeful that COVID’s worst blows are behind us, with renewed optimism from the fruits of fiscal and monetary support, and progress toward reaching herd immunity. As... Read More
Quarterly Commentary: Fourth Quarter 2020
The pandemic and its cascading effect on our lives remained front and center as we closed 2020. The 4th quarter continued in the turbulent manner that marked the entire year.... Read More
Quarterly Commentary: Third Quarter 2020
As we enter the 4th quarter of 2020, we are encouraged by progress in the economy and the markets, despite the convergent headwinds of the global pandemic, a recession, civil... Read More
2021 Medicare open enrollment for current beneficiaries
It’s open enrollment for current medicare beneficiaries. From October 15, 2020, through December 7, 2020, current Medicare beneficiaries can make changes to their existing Medicare Part D coverage for the... Read More
Who should own a 529 plan: parents or grandparents?
Clients with children and grandchildren often ask us about the best way to make the most of a 529 plan – particularly as it relates to ownership of the account.... Read More
Quarterly Commentary: Q2 2020
Before we delve into our quarterly commentary, we want to express our continued sympathy for those who have been affected, either directly or indirectly, by Covid-19, as well as our... Read More