Broker Check

What Makes Us Different 

Longevity of Client Relationships

Many of our clients have been with us for decades. It’s common for us to work with multiple generations – from managing the wealth of the family matriarch or patriarch to helping establish college savings account for the newest grandchild. We see the relationships with our clients as a lifetime partnership and will continue to serve you for as long as we have together.

Working Together, For You

No matter who you talk with on our Beavercreek team, we are all collaborating towards your success.

Working With Outside Partners

In a sense, we serve as your “financial concierge” where you can direct all your financial questions. If we don’t know the answer or need to bring in other experts, we will coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, and bankers.

Dedication to Education & Educating

We know there is change - keeping up with it and learning is part of who we are. A few examples:

  • Dave is an Accredited Investment Fiduciary® (AIF®).
  • Dave & Michael both have master’s degrees in Financial Services (MSFS).
  • Dave, Forest, Michael, & Daniel are all CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals.
  • Since 1987, we’ve mentored over 30 students from local universities such as Wright State University & the University of Dayton.