Overview

Our focus is mainly on retirement transition planning and we place a huge emphasis on planning as a fiduciary. We have two offices, one in Connersville, IN & a satellite office in West Chester, OH. Primarily looking to develop client and business relationships in Butler and Hamilton counties. Very interested in merging my practice with a similar sized or slightly bigger practice in Southwestern Ohio, if an opportunity makes sense. At 44 yrs old, I'm interested in both succeeding an older advisor within the next 10 years, but also having a younger advisor on board to potentially succeed me. Would welcome the opportunity to have a conversation over a cup of coffee or lunch.

Market
Advisor/RIA
Last Activity
today

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