Our team is growing and we are excited to share the opportunities that this will bring to our practice and to you! With an expanded footprint throughout the Miami Valley, enhanced digital capabilities, and an even deeper base of knowledge and expertise to draw from, our dedication to providing an excellent client experience has never been greater!  STAY TUNED as new details will be launched leading up to our 20 year anniversary in 2024!!!  That’s right, Tim & Missy have been dedicated partners since 2004, with combined experience of nearly 50 years in financial planning services and investment management.  Soon, Mat Fairband will bring his 25 years of industry experience to our practice.  He holds a Certified Wealth Strategist credential and adds a second office location in Troy, Ohio.  Our hope is that this gives our clients even greater convenience to meet with our team as we continue to deliver an outstanding experience to each and every client.  

We're looking forward to using our experience to help you pursue your financial goals.