Home page hero banner
Our Team
We pride ourselves on making your needs and goals our own. We work with you to understand who you are as an individual and as an investor. Our focus is wealth management, income distribution and wealth transfer. Our mission is to help you define your financial objectives, and to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. Our five-step process is designed to create your custom roadmap toward reaching your defined goals. We’re proud to help clients connect all phases of life beyond investing, both expected and unexpected, providing you with access to education, advice and consultation.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Professional Designations
Our team works to provide the highest quality of service to our clients. We strive to offer advice that is unique to each client and will help them towards their financial and life goals. Our team has earned several designations that help us in offering comprehensive wealth management solutions. Learn more about our designations below.
Abbott Laboratories
We serve many clients who are employed by Abbott Laboratories, not simply due to our proximity to their Columbus facilities, but because of our strong familiarity with their benefit programs and the needs of corporate employees in general.
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 30, 2024
Don’t Procrastinate – Establish Your Will
Establishing a will is an important estate planning consideration. Here are some steps to help you establish or complete this valuable document.
April 27, 2024
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Address: