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We believe in bringing the power of the markets to your doorstep
Forbes Best-in State Wealth Management Teams, 2025
2025-2021, Forbes Best-In-State Wealth Management Teams; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). Awarded April 2024, 2023, 2022, 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 6/30/22- 6/30/23. 6/30/21-6/30/22. 6/30/20 - 6/30/21. 6/30/19- 6/30/20. View Award Disclosures.
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$2.2 Billion asset under management
(as of 5/31/25), starting with $27M in 2001
We believe in your future.
A ratio of 2x support staff to financial advisors, helping ensure we’re rigorous with proactively serving the needs of our clients (as of 12/11/24).
When you work with us, we bring a spirit of loyalty, service, and an unwavering commitment to your success. We’re excited to serve you and are ready to help you define your financial goals and take care of the important people in your life.
Headquartered
Dublin Bridge Park in Dublin, Ohio
As of 3/28
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PM-03092027-6609358.1.2 / PM-01072027-8155979.1.1 / PM-01192027-8193696.1.1PM-01192027-8193696.1.1