Integrity, Accountability, Transparency
We like to say that we run our business with “hearts and smarts.” We are a family business, after all, with family members in both our Ohio and Florida offices.
Our family atmosphere gives our clients a sense of belonging and, we think, some peace of mind. We view our clients as an extension of our already big family, and we’ll be here to steward their wealth for generations to come.
We pledge soundness and honesty in all our dealings with clients and our affiliates.
We do what we say and finish what we start as we work closely with our clients and one another, holding each other accountable and ensuring all financial plans and investment strategies are designed to the highest standards.
We spend time educating our clients and communicating in a clear and concise manner. We want our clients to have confidence knowing that we are helping them make decisions for themselves but not by themselves.