Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Offices:
Their passion for simplifying financial management stems from their understanding that managing money can be complicated and doesn’t come with instructions.
Working as one, the team of Certified Financial Planners, tax advisors, investment professionals, and retirement plan consultants deliver comprehensive, unbiased advice tailored to each client’s unique needs, goals, and circumstances.
Not from Ohio? Our advisors are not bound by geography. They work with clients across the country.
300 E Business Way, Suite 100A
Cincinnati, OH 45241
We're comprised of:
50 Public Square
Cleveland, Ohio 44113
Tony Basalla
Principal
Abigail Bell
Associate
Ryan Berger
Senior Associate
Erica Cameron, CFP®
Partner
Brian Casey
Mark Castell, CPA
Megan Endersby
Ryan Eversole, CFP®
Kimberly Fields
Kathryn Jodon
Hannah Kim
Kyle Kursim, CFP®
Andy Machenheimer
Steve Malbasa
Ray McCarthy, CPA
Owen Morrow
Matt Olver, CFP®, AEP®
Kinga Pietrzycki
Spencer Roule
John Schnur
Robert C. Smith
Partner & Market Leader
John Stanovich, CFP®
Alketa Sundquist
Claudia Sykora, CPA
Matt Wojtowicz, CPA
Zach Woodward, CFP®, AWMA®
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Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Michael Disharoon
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