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You. First. Always.

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Like most people, you worry about money but find yourself

  • Overwhelmed with information
  • Frustrated by conflicting advice

We are a fee-only financial planning firm based in Columbus, Ohio, and serving clients throughout the United States. We specialize in providing objective financial planning to help clients build, protect, and manage their assets through life's transitions. We work only for you, so you can have financial peace of mind.