We are an independent financial services firm located in Smithville, Ohio. Our current client base is primarily Wayne and Medina counties, but we have been privileged to work with select families across the United States.

We work hard to help organize and simplify our clients financial lives and to help clients make sound financial decisions over their lifetime. We desire long term rewarding relationships and want to be our clients primary source of financial information when issues arise.

With five registered advisors and four support staff members, we have the flexibility to offer a broad range of financial services while maintaining the personal touch of our small town community.

"An investment in knowledge pays the best interest."

- Benjamin Franklin