2149 N. Fairfield Road
Many of our clients have been with us for decades. It’s common for us to work with multiple generations – from managing the wealth of the family matriarch or patriarch to helping establish college savings account for the newest grandchild. We see the relationships with our clients as a lifetime partnership and will continue to serve you for as long as we have together.
No matter who you talk with on our Beavercreek team, we are all collaborating towards your success.
In a sense, we serve as your “financial concierge” where you can direct all your financial questions. If we don’t know the answer or need to bring in other experts, we will coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, and bankers.
We know there is change - keeping up with it and learning is part of who we are. A few examples: