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Showing 1 - 6 of 6 results
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
Top Benefits
HAMILTON CAPITAL, LLC
HAMILTON CAPITAL, LLC
Columbus, Ohio
50-99 employees
At Hamilton Capital, the bottom line is results matter. We seek to build, protect and compound wealth with your vision of the future in mind. Wealth in itself is usually not the destination. It’s simply the vehicle for something more meaningful. Our process to get you there requires careful planning and more importantly, high quality investment returns. Your best interests are at the core of what we do, and we take the time to understand you, your vision and the why behind it. As a Registered Investment Advisor, we are a fee-only, independent wealth and investment management firm. We are committed to operating under the fiduciary standard while maximizing transparency and maintaining compensation structures that are aligned with your success. We manage more than $2 billion in assets for individual and institutional clients nationwide, including rising young executives and professionals to wealthy families and foundations and retirement plans. Our team is nationally recognized, highly credentialed, and hand-selected for their knowledge and diverse experiences in finance, business, tax and investment management. They are also equipped to handle even the most complex family wealth structures. We believe your financial future requires constant reflection, evaluation and evolution. We utilize our distinctive and highly-sophisticated dynamic investment process to take full advantage of your portfolio’s compounding potential; striving to build high quality returns, protect capital in down markets and allow future returns to build on past results. From dynamic investment management and focused estate planning, to philanthropic initiatives that build wealth while advancing causes that are meaningful to you—our team knows your needs cannot be categorized into a one-size-fits-all model. Our goal is to help our clients achieve peace of mind about their finances and future. Visit our Important Disclosures for more information: https://bit.ly/2JPZFzX
Retirement Benefits Rank
Market Competitive
MATSON MONEY, INC.
MATSON MONEY, INC.
Mason, Ohio
50-99 employees
Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach to investing is firmly grounded in Nobel Prize-winning academic investing principles. Matson Money is creating capitalism and investing as a tool for global prosperity. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, assure profit, or protect against loss. Academic Advisory Board members receive compensation from Matson Money for their services; and in exchange, provide: independent consulting services to Matson Money leadership; co-author white papers; speak at Matson Money conferences; and provide insight to Matson Money processes generally within the scope of their area of expertise including but not limited to portfolio construction, asset allocation, mathematical principles, investor behavior, and/or statistical concepts, amongst others. Advertising disclosure: https://www.matsonmoney.com/advertising-disclosures
Retirement Benefits Rank
Top Benefits
COTERIE APPLICATIONS INC.
COTERIE APPLICATIONS INC.
Blue Ash, Ohio
100-499 employees
Coterie Insurance operates in all 50 states and D.C. where it enables independent agents and brokers to write instant small business insurance. Powered by data-backed underwriting, Coterie delivers accurate pricing and a submission-to-bind experience in less than one minute. Combining best-in-class technology with a partnership-based approach, Coterie makes the buying and selling of small business insurance effortless.
Retirement Benefits Rank
Market Competitive
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
TRUEPOINT WEALTH COUNSEL
TRUEPOINT WEALTH COUNSEL
Cincinnati, Ohio
All Size Average employees
Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility. This is life and wealth, well managed.
Retirement Benefits Rank
Top Benefits