We are a Cincinnati-based independent financial firm that brings a team approach to financial planning that prioritizes your wants and needs. Our agency roots date back to 1927, working closely with Ohio National Financial Services starting in the Insurance industry. Current president and General Agent, Joe Clark, took over the agency in 2009 and shifted focus to a wholistic, independent firm model. We now have an unlimited partnership capability to work with some of the best financial companies in the industry.
Whether you are starting out or ready to retire, we can customize a financial strategy to help protect what you have built or lay the foundation for your financial future.