Overview

We are an ensemble practice with offices in Gahanna, Worthington, and Athens, Ohio with a German Village location opening this year. We have built a team of advisors, life planners, and investment specialists (including a CFA), along with an in-house marketing/branding department and client service specialist support staff individuals to provide the best possible client experience.

We are looking for:
1. Advisors seeking to retire who want to provide a succession plan for their clients
2. Experienced advisors who want to focus on their clients rather than managing a business
3. Practices who are looking to combine talents

We are able to offer equity along with a talented team of compassionate individuals who can help you grow your practice!

Last Activity
6 months or more

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