Overview

Interested in affiliating with OH offices that have an advisory, advanced planning orientation. Looking to affiliate with high end advisory professionals with long-term history to complement our existing experienced professionals. The firm has an advisory rather than sales-oriented culture coupled with a low pressure environment. Professionals include CPA, CFP's and others.

Office building owned by principals and centrally located in south Dayton.

Office includes a succession plan that includes a number of younger associates who are connected with experienced, credentialed professionals. Largely fee-based, but some transaction-based business possible as well.

Extraordinary investment processes and technology in place. Large client base allocated to strategies that include advanced individual stock selection. ETF and mutual fund strategies.

Online client planning, tax services for selected clients, estate planning guidance, risk management reviews.

Advisory practice methodologies can be accommodated at the firm, with an option to integrate with the firm's large number of practice tools to enhance current client processes.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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