Client Login

Pershing Accounts 

eQuipt Client Portal   

Your online access to view your investment account(s) information in a single login, set your eDelivery preferences, access account documents and statements, make mobile deposits, and pay bills with enhanced profile security with 2-Factor Authentication.

Need to register? Visit to set up your access in 5 simple steps. We can also set up an eQuipt tutorial either in our office or via Zoom.

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Performance Reports


Your online source for consolidated and organized client account information and generate in-depth reports with enhanced profile security with 2-Factor Authentication.

Need to register? Call our office (937.431.8010) and we'll send a security code to your email address on file to use with your registration. Then visit to set up your access in 4 simple steps.

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Review Your Financial Plan


Your online access to your financial plan in MoneyGuidePro, where you can view/edit your plan, link outside accounts via Yodlee, and see your current “probability of success”.

Want to get started? Call our office (937.431.8010) and we can set up a MoneyGuidePro software tutorial either in our office or via Zoom. Click on MoneyGuidePro for a quick preview on how we can help you get started towards building a better financial future.



PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.



Financial Strategies... For Every Stage of Life

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