In the News

Shawn Phelps was appointed to The Village Network Board

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Eric Politz, Operations Manager, earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services.


Phelps moves up ranks as Forbes 2022 Top Financial Security Professional

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Justin Fickes Appointed to OH Chamber Small Business Council


Our Firm Welcomes Three New Partners: Matthew Beeghley, Kayla Hinds, and Justin Fickes

Our Firm Welcomes Three, New Partners Article

Fortune, TIME, Entrepreneur, and Bloomberg Businessweek Article

Check out an article we published in a regional financial section of Fortune, TIME, Entrepreneur, and Bloomberg Businessweek magazines called the Columbus Financial Profile.


Our Partner and Wealth Management Advisor, Matthew Beeghley, earned the Chartered Financial Consultant® (ChFC®) designation, his fifth financial certification from the American College of Financial Services.

Matthew Beeghley Award