What Makes Us Different

Impartial     
Our independence gives us the freedom to be innovative in providing you with prudent financial strategies to help achieve your goals.

Proactive     
With periodic reviews, together we will update your financial picture – as your life evolves, so does your plan. Over the years, we also help the ‘next generations’ as your family evolves. To maintain our knowledge and skill sets, we highly value ongoing education and our investment in technology keeps us abreast of the latest in financial planning.

Innovative  
We take pride in and are known for our innovative thinking in designing Dynamic Wealth Strategies based on each individual's circumstances. You can trust SMC to look objectively at your needs and goals with an unbiased, holistic and experienced approach.

Experience   
Our firm has over 25 years of industry experience helping our clients manage their financial plans. With our depth of knowledge and dedication to continuing education, we are poised to help you and your family attain your goals.

Community   
We are a local financial planning firm. The majority of our planners are Wright State University graduates, and one is a Xavier graduate. We maintain a strong connection with the community, including a Wright State University internship program, cheering on the Wright State Raiders and University of Dayton Flyers, and supporting local charity needs. We also maintain a strong sense of community with our clients, hosting client appreciation events throughout the year.

Helping You Create, Manage and Preserve Wealth

Beavercreek: 2149 N. Fairfield Rd., Suite B, Beavercreek, OH  Ph 937.431.8010  Vandalia: 8605 N. Dixie Dr., Suite C, Dayton, OH  Ph 937.898.5599