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Advisor Team

Kohn Team

We help clients make smart financial decisions today to shape a confident and fulfilling tomorrow. With 28 years of experience, we provide fiduciary guidance through holistic financial planning that includes retirement, education, risk, and investment management. We take the time to understand what matters most to you and your family, delivering personalized strategies supported by clear planning, ongoing education, and access to top institutional money managers.

West Chester, OH

Advisor Team

Dent Team

Wealth Management & Leadership define the work we do. Helping clients get what they truly want out of life defines who we are.

Baton Rouge, LA

Advisor Team

AEGIS Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The AEGIS team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Oshkosh, WI

Advisor Team

Vantage Pointe Team

We help families simplify their financial lives by crafting personalized strategies to grow and preserve their wealth. Acting as their financial guide, we empower them to feel confident about today while staying on track for tomorrow.

Carmel, IN

Advisor Team

Fin Designs Team

Since 1996, we’ve worked diligently to help our clients pursue their goals. With a thoughtful and strategic approach to the design, implementation, and ongoing administration of employee benefit plans, we offer business owners a collaborative partnership that evolves with their business and employee needs. We apply the same care and diligence to our individual clients through financial planning, ongng management, tax strategies, retirement distribution, and charitable giving.

Cedar Falls, IA

Advisor Team

321 Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The 321 team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Melbourne, FL

Advisor Team

LM Kohn Team

We bring decades of experience, professionalism, and a lasting commitment to serving our clients with integrity and care. We offer a blend of seasoned insight and modern perspective to financial planning, prioritizing long-term strategies and personalized service. Our collaborative approach supports smooth operations and keeps us closely aligned with the evolving needs of our clients.

Cincinnati - Carver Road, OH

Advisor Team

Steve Ford Team

Our team, led by Steve Ford, understands the unique needs of family-owned businesses and brings a breadth of experience to your wealth management process throughout your tenure as a business owner and through your retirement. From investment management to succession planning, we specialize in personalized financial support for the many aspects of generational wealth building achieved through business ownership. 

Spartanburg, SC

Advisor Team

THG Portland Team

Retirement is a journey, and you shouldn’t have to navigate it alone. We help families find clarity in the complex world of taxes, investments, and estate planning, creating a unified strategy that honors your goals. We’re more than just investment managers; we’re your long-term partners, working closely with your tax and legal teams to keep everything aligned. Our mission is simple: to provide the thoughtful guidance you need to feel completely confident in your financial future.

Portland - SW Garden View Ave, OR

Advisor Team

THG Cascade Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The THG Cascade team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Portland - SW Garden View Ave, OR