Dayton, OH

Phone: (937) 438-8000
Fax: (937) 438-5885

10050 Innovation Drive
Suite 140
Dayton, OH 45342

Office Overview

Located in the heart of the Miami Valley at Austin Landing, the Dayton office serves individuals, families and business owners.

Our Dayton team is very proud of its involvement throughout the community, including the Alzheimer's Association of Dayton (sponsor of Longest Day), Dayton Children's Hospital (donation of wagons and blankets), Miamisburg Police Department (donation of Build-a-Bear stuffed animals for kids in need), and packing meals for Haiti.

Areas of Expertise:

Wealth Management
Life Transitions
Retirement Plan Services

Our Dayton, OH Team

Ready to take the next step?

Contact This Office

Phone: (937) 438-8000
Fax: (937) 438-5885

10050 Innovation Drive
Suite 140
Dayton, OH 45342

Our Services

Our Specialized Practice Groups

Our Specialized Practice Groups (SPGs) enhance client service through in-depth expertise in key financial areas.

Financial Autonomy

Focusing on strategic thinking, implementation, and communication, Financial Autonomy looks at what can be done, and be done better. Empowering the advisory team with the resources they need to provide an uncommon client experience and relationship. Inspiring clients to create the disciplines to achieve, and freedom to enjoy, a positive return on life.

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Illiquid Assets

Our purpose is to be a source of valuable information to other advisors as well as a resource for our clients. We add value and differentiate ourselves from other firms by being trusted advisors on the often overlooked illiquid assets like real estate, business ownership, career, personal network, mineral rights, collections, and we are committed to continuing to expand our knowledge base as the world of illiquid assets continues to evolve.

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Risk Management

To be a source of knowledge to advisors regarding ways to mitigate risk in clients’ overall investment strategies and financial lives, and to maintain a master list of risk management resources.

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Tax & Legacy

Our purpose is to educate and equip advisors with the most current knowledge, tools, and best practices to proactively spot opportunities to save taxes and improve estate plan design for our clients within the framework of their broader goals and objectives.

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The Savvy

In 2023, we were so proud to launch “The Savvy – A Society of Women Pursuing Their Ideal Life.” With this initiative, we are striving to be a resource for women, providing information, tools, and community.

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