About Us


Our fee-based approach means that we work for you.  


We believe conflicts of interest can occur with the traditional commission based model.  Traditional models of investing are based on trying to predict which stock is better than another. Academic research supports the idea that time spent trying to predict and “play” the market may actually put investors at a disadvantage*. We work together with our clients to demonstrate the advantage of using low cost institutional money management that invest in a manner known as "structured asset class investing." We are one of only a few select advisors in the central Ohio area empowered to offer Dimensional Fund Advisors (DFA), the thought leader in structured asset class investing.




*Dalbar, 21st Annual Quantitative Analysis of Investor Behavior, 2015.




The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: OH, DE, CA