Who we work with

 

 "Someone's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffet 

 

Plot your course. 
 
We invite you to join a growing league of investors with new ideas: corporate professionals, small business owners, and families from the Columbus area and beyond. Our clients are people from all walks of life who’ve built a bit of wealth and who now realize that rather than trying to out guess the market, they can let it work for them.  
 
I help a small, select group of clients who value open and honest feedback and who appreciate the advantages of having professional advisors.
 
After seeing the evidence, my clients reject costly speculation in the market.  They understand that time in the market is more important than the timing of the market.