Our foremost endeavor is to protect and grow your wealth and to guide you down the path to financial security. We believe that our role as your fiduciary means acting solely in the best interests of YOU, our client, to secure YOUR financial security and independence.
We take great pride in the strong relationships we forge with each client. These relationships are especially important in gaining the firsthand knowledge needed to understand the complexities of your unique situation and to work collaboratively with you to identify opportunities and construct a strong financial and retirement plan that supports your long-term goals every step of the way.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
Jason Myers
614-846-6419
Growing up on a farm in Northern Ohio Jason was able to learn the importance of hard work and good family values from his parents and family. From a young age having the responsibility of raising pigs and cattle, he learned how to...
Bobbie Labate
Assistant
614-846-6419
Bobbie Labate is born and raised in Columbus, Ohio. She is married to her husband, Nick, and the couple share their home with two very cute and spoiled pups! Bobbie is an avid reader, loves animals, and enjoys hiking our...