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Showing 1 - 5 of 5 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
BUCKINGHAM & COMPANY, INC.
BUCKINGHAM & COMPANY, INC.
Dayton, Ohio
All Size Average 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
Market Leading
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
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
Top Benefits
BMC GROWTH FUND, LLC
BMC GROWTH FUND, LLC
Miamisburg, Ohio
All Size Average 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 Leading