About us

Located in Louisville, OH, our third-generation, family-owned firm specializes in wealth management and comprehensive financial planning, focusing on helping clients achieve long-term financial success. As a proud Dave Ramsey SmartVestor program member, we are dedicated to offering trusted and responsible financial advice. Our team includes a Senior Benefits Specialist who assists clients with Medicare needs, including Medicare Advantage and Medicare supplement plans. We work closely with families and individuals, fostering lasting relationships that guide them toward their financial goals at every stage. As a fiduciary, our services encompass a variety of strategies, including 401k rollovers, tax-efficient investing, investment management, retirement planning, social security, and estate planning. We collaborate with your estate attorneys and accountants to provide integrated support for building a secure financial future.