About Our Florence Location
We’re local – just like you. That’s why we opened an office in Florence. Because you shouldn’t have to drive across the Tri-State Area to get straightforward financial advice.
The Tri-State Area is also where you can listen to Simply Money, our daily, financial topic radio show. For more than 20 years, we’ve provided direct, no-nonsense commentary and advice on the issues that matter to you. Join hosts Nathan Bachrach and Amy Wagner every evening on 55KRC. We also write a weekly Q&A column for The Cincinnati Enquirer (and on Cincinnati.com) every Sunday.
Located conveniently just off I-75/71 at the Turfway exit, our team in the Florence office works with you to offer guidance on:
- Retirement and Financial Planning
- Investment Management
Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2019) 1
Barron Top 50 Independent Advisors in America (2019)4
Financial Times Top 300 Registered Investment Advisors (2019)†