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Showing 1 - 12 of 22 results
C.H. DEAN, LLC
C.H. DEAN, LLC
Beavercreek, Ohio
1-24 employees
As a Dayton, OH-based wealth management firm, we work with clients to seamlessly orchestrate the complexities of their financial world in a highly personalized manner so that they can confidently live the life they envision today and in the future. We serve an array of clients, including • Doctors and dentists • High-income professionals • Entrepreneurs and small business owners • High-net-worth and ultra-high net worth individuals and families As a Dean client, you can expect • A highly consultative relationship that entails understanding the financial intersection of your personal and professional life • Access to deep expertise across an array of disciplines • Integrated solutions that include wealth planning, investment management, and business services To learn more about the ways we can help you live the life you envision, visit www.chdean.com or call us at 800-327-3656 or 937-222-DEAN (3326).
Retirement Benefits Rank
Market Leading
SPECIALIZED ALTERNATIVES
SPECIALIZED ALTERNATIVES
Delphos, Ohio
100-499 employees
Since 1984, SAFY has strengthened families and communities through therapeutic foster care, behavioral health, adoption, family preservation, and older youth services. We focus on helping children achieve permanency, safety, well-being and self-sufficiency. Helping families and children is at the heart of what we do. Strong families are the foundation of strong communities. We help stabilize our communities’ foundations by providing a strong framework of services helping families heal, have hope and thrive. SAFY of America is a not-for-profit (501)(c)(3) agency offering an Integrated System of Care to diverse populations in Alabama, Colorado, Indiana, Kentucky, Nevada, Ohio, and South Carolina. SAFY is accredited by the Council on Accredition (COA). To learn more about our organization and services, visit SAFY.org.
Retirement Benefits Rank
Below Market
WESTMINSTER FINANCIAL SECURITIES, INC.
WESTMINSTER FINANCIAL SECURITIES, INC.
Beavercreek, Ohio
25-49 employees
Westminster Financial Companies, Inc. is an investment management company based out of 865 S DIXIE DR, Vandalia, Ohio, United States.
Retirement Benefits Rank
Market Leading
SPECIALIZED ALTERNATIVES
SPECIALIZED ALTERNATIVES
Delphos, Ohio
100-499 employees
Employment with the State of Ohio is more than ‘just a job’ – it is a privilege to serve our families, friends and neighbors who rely on us throughout our great state. We are a team of dedicated public servants committed to high performance, innovative thinking, and delivering excellent and efficient services. Our goal is to recruit and retain the best talent for our positions, because when we have the best talent, we get the best results for our community. We are #TeamOhio.
Retirement Benefits Rank
Below Market
BUCKINGHAM & COMPANY, INC.
BUCKINGHAM & COMPANY, INC.
Dayton, Ohio
25-49 employees
Buckingham Advisors is a unique team of professionals working together to create financial success for our clients. We are CFA® charterholders, CFP® professionals, CPAs, MBAs, insurance and tax professionals, and dedicated client support specialists. We are Millennials, Gen X, Gen Y, and Boomers. Yet we are much more than our credentials and diversity. We are all innovative thinkers helping you look to your future, and providing plans and strategies to ensure that you are on the right path to achieve your goals. When your financial needs are complex, encompassing both personal and business issues, having a single firm that can address them all is a huge relief. One phone call to your dedicated advisor and your questions are directed to the right team experts who can address them. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. To learn more about us and the services we provide, please visit www.mybuckingham.com or email [email protected].
Retirement Benefits Rank
Top Benefits
JAMES INVESTMENT RESEARCH, INC.
JAMES INVESTMENT RESEARCH, INC.
Alpha, Ohio
1-24 employees
Implemented new procedures to provide management with accurate accounting records in a more timely manner. Reviewed work of peers to provide management better use of their time.
Retirement Benefits Rank
Market Laggard
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DAYTON CHAPTER 13
DAYTON CHAPTER 13
Dayton, Ohio
1-24 employees
Chapter 13 Trustees Office is a legal services company based out of 600 Grant St # 3250, Pittsburgh, Pennsylvania, United States.
Retirement Benefits Rank
Market Competitive
BMC GROWTH FUND II, LLC
BMC GROWTH FUND II, LLC
Miamisburg, Ohio
100-499 employees
At Brixey & Meyer Capital, we seek investment opportunities that are poised for tremendous growth but are lacking the necessary capital and/or operational excellence to achieve the highest potential. After successfully raising three funds, we offer a unique private capital investment opportunity to accredited investors in a niche market space. Our Investment Criteria: ∙ Recurring and sustainable EBITDA between $1.0 and $5.0 million. ∙ Industry niche that provides a strong growth opportunity. ∙ Strong management team in place to either continue with the business or stay on in a temporary consulting capacity to provide a reasonable period of transition to new leadership. ∙ Located in Eastern and Central time zones. BMC takes a controlling interest or preferred minority interest.
Retirement Benefits Rank
Market Laggard
DANIEL T. AUSTRIA AND ASSOCIATES
DANIEL T. AUSTRIA AND ASSOCIATES
Beavercreek, Ohio
1-24 employees
DANIEL T. AUSTRIA AND ASSOCIATES is an investment banking company based out of 4044 N EMERALD CT, Beavercreek, Ohio, United States.
Retirement Benefits Rank
Below Market
SMITH, MOSES & COMPANY, LLC
SMITH, MOSES & COMPANY, LLC
Beavercreek, Ohio
1-24 employees
SMITH, MOSES & COMPANY, LLC is a financial services company based out of 2149 NORTH FAIRFIELD RD., BEAVERCREEK, Ohio, United States.
Retirement Benefits Rank
Top Benefits
INDEPENDENT CAPITAL MANAGEMENT
INDEPENDENT CAPITAL MANAGEMENT
Coldwater, Ohio
1-24 employees
Village of Coldwater is a law enforcement company based out of P.O. BOX 118, Coldwater, Ohio, United States.
Retirement Benefits Rank
Market Competitive
ANDERSON FINANCIAL
ANDERSON FINANCIAL
Dayton, Ohio
1-24 employees
At Anderson Financial Strategies, we combine institutional-level portfolio management along with sophisticated financial planning into a boutique experience. By having independent ownership, our business is free from competing influences and can focus on putting our clients’ needs first. We embrace serving our clients as a fiduciary and are not afraid to put our recommendations in writing. As a client, you will be plugged into an “ecosystem” of financial advice that is designed to instill confidence about your financial position. If you would like to explore our services for your family or business, please call us at 855-237-4545 to schedule an executive briefing to discuss your goals. Advisory services offered through ANDERSON FINANCIAL STRATEGIES, LLC.
Retirement Benefits Rank
Market Competitive