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Client Centered


We are a family driven financial services firm trusted to work for our clients to provide highly personalized financial services throughout our client’s lifetime. Our independence allows us to offer you an objective approach to serving your investment needs. Supporting us, and especially you, is a seasoned and dedicated operational staff aimed to provide the most desirable service experience possible. Whether you are just starting to save for the future or you are a seasoned investor we have the experience to direct you towards reaching your financial goals.

Cash Flow Planning for Ohio & West Virginia

Life comes with many changes, challenges and opportunities.  Should we buy a house or continue to rent?  Should I change jobs? Should I open my own business?  Let our advisors help you with Budgeting & Cash Flow Planning as well as Employee Benefit Maximization.

Retirement for Steubenville and the surrounding areas

People are living longer than ever with plenty of time to enjoy a well earned retirement. It’s important to begin planning early to ensure you have assets built up to make the most of that time. We can help you plan for the retirement of your dreams with proper FInancial and Investment Planning and Social Security & Medicare Planning.

If you are a small business owner we can help you plan for not only your retirement but those of your employees with Small Business Retirement Planning.

Asset Protection for the Tri-state area

Estate Planning is vital to protect the assets you have built from long-term care costs, probate costs, and burdensome taxes for those you love the most.  Asset Protection & Estate Planning however can be difficult with so many options available.  Let us and the legal experts that we partner with, walk you through the daunting process with tailor-made plans to help meet your specific goals.

College Funding for Ohio & West Virginia

College is only getting more expensive and the trades are desperate for new workers. We can help you choose a 529 Plan to help fund your child's future whatever that may be. They are so versatile to include not only a 4 year college, but trade schools and even supplies if they join a union out of high school.

Insurance Review Planning for the Upper Ohio Valley

Let us help you plan for the unexpected in life with Long-term Care and Insurance Planning to ensure your final expenses and loved ones are cared for.

Our Mission

Our Mission

The road of life can sometimes be bumpy and tricky to navigate. Our mission is to simplify your lives, to guide our clients through crucial life transitions and help them pursue their desired return on life.

Schedule a Consultation

Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

Thank you!