Contact Us @ 614-929-2715

CONNECT

Address:

3455 Mill Run Dr. Suite 105
Hilliard, OH 43026

Phone:

(614) 929-2715

Tools & Partners

Stratos Wealth Advisors  – In selecting a partner, we took great care to ensure that from day one we would have all the necessary operational support to allow us to efficiently focus on serving you.

To that end, we are proud to be partnered with Stratos Wealth Advisors. Stratos was recently named to Barron's 2018 Top 40 RIA Firms.* 

Stratos has an operational infrastructure atypical in the independent space, with more than 60 executive, functional and support professionals in place, and we are confident that this support will allow us to pursue our passion of servicing our clients. 

*Rankings based on qualitative and quantitative components, including assets managed, size and experience of teams, and the regulatory records of advisors and firms. 


Fundamentum Investment Management – The Coach Quarterback Concept (sub-advisor), meaning we have an Investment Team backed with CFA's which provide us with investment portfolio options.


Money Guide Pro – Our preferred Financial Planning Tool that has Aggregations which will show all outside accounts and money flows all within one place (holistic view).

 

 


Riskalyze – Our preferred Risk Questionnaire to identify your Risk Number and help build a portfolio that contains an acceptable amount of risk

 


Referrals – The primary way we grow our practice (slow & steady). Also, the biggest compliment we can receive - Thank You!

 

 

 


Centers of Influence (COI's) – CPA's, Attorney's, Banker's, Medicare Specialists, All Types of Insurance Specialists (Life, Disability, Long Term Care, P&C), Mortgage, Nursing Home & Aging in place representatives, Elder Law & Estate Planning, etc.

If you need helps in these areas, we can be a conduit to a specialist.