Invest Capital Partners, a prominent investment advisory firm based in Springboro, OH, has firmly established itself as a trusted partner for over 340 individual clients. With a remarkable $130,233,000 in assets under management, the firm offers comprehensive financial guidance tailored to their clients' unique goals. With five offices strategically located, Invest Capital Partners effectively serves a diverse range of clients across the region. Their expertise shines in managing employer 401Ks and individual assets, encompassing roughly half of their impressive assets under management. Their extensive experience in this area is a testament to their commitment to delivering exceptional results. Impressively, 88% of the assets managed by Invest Capital Partners are discretionary, showcasing their expertise in proactively adapting investment strategies to maximize returns. Their compensation structure reflects their dedication to client satisfaction, offering flexible options such as a percentage of assets under management, fixed fees, and hourly charges. With a total of seven employees, Invest Capital Partners prides itself on a team of highly skilled professionals. Of these, six specialize in providing investment advisory services. Each investment advisor, on average, manages an impressive $21,710,000 in assets under management, demonstrating their ability to handle substantial portfolios with precision and care. Noteworthy among the firm's accomplished advisors are Jeffrey Lutz, Mark Walters, and John Bach, who possess invaluable experience and have stood the test of time at Invest Capital Partners. Overall, Invest Capital Partners stands as a leading local investment advisory firm, delivering exceptional financial guidance and achieving outstanding results for their esteemed clients.

Financial Counseling, Inc., based out of Springboro, OH, is a small investment advisory firm with a strong track record in providing financial guidance. With a team of two dedicated employees, they specialize in offering comprehensive investment advisory services to a diverse clientele. On average, each investment advisor at Financial Counseling, Inc. oversees approximately $100,990,000 in assets under management, which aligns with the industry average. Their compensation structure is flexible, encompassing a variety of models such as a percentage of assets under management and hourly charges. With over 360 individual clients, Financial Counseling, Inc. manages an impressive portfolio of assets, totaling more than $94,765,000. Notably, nearly half of their assets under management come from employer 401Ks or individual clients, reflecting their expertise in this specific domain. Furthermore, an impressive 99% of the assets they manage are under discretionary control, demonstrating the trust placed in their expertise and decision-making. Financial Counseling, Inc. maintains a strong presence in Springboro, OH, with a single office serving as their operational hub. Stevan Vaughan and Douglas Moore, two highly experienced and registered advisors, have been instrumental in the firm's success, boasting long tenures with the company. With their extensive knowledge and expertise, Financial Counseling, Inc. continues to provide personalized financial counseling and investment advisory services, helping clients navigate the complexities of the ever-changing financial landscape.

Axim Planning & Wealth, located in Springboro, OH, is a reputable investment advisory firm with a strong focus on providing comprehensive financial planning and wealth management services. With a team of two highly experienced advisors, they offer personalized solutions to help clients achieve their financial goals. The firm boasts an impressive average of approximately $1,490,000 in assets under management per investment advisor. Their compensation structure includes various options, such as a percentage of assets under management and performance-based fees, ensuring alignment with client success. Axim Planning & Wealth prides itself on its extensive client base, serving over 170 individual clients with a remarkable $112,917,000 in assets under management. Notably, they have garnered significant expertise in managing employer 401Ks and individual investments, comprising about half of their total assets under management. With a commitment to excellence, Axim Planning & Wealth manages all client assets on a discretionary basis, ensuring a proactive and responsive approach to investment strategies. Their dedication to delivering exceptional service has contributed to their solid reputation within the industry. Operating from their Springboro office, the firm is led by two seasoned registered advisors, Luong Pham and Matthew Jadwisiak, both of whom have demonstrated long-term dedication and expertise in serving clients' financial needs. Axim Planning & Wealth's unwavering focus on client success, combined with their extensive industry experience, makes them a trusted partner for individuals seeking personalized investment advisory services in Springboro, OH, and beyond.

Birchcreek Wealth Management, LLC, based in Miami Township, OH, is a distinguished investment advisory firm catering to a diverse clientele. With over 90 individual clients and a staggering $199,572,000 in assets under management, Birchcreek provides expert financial guidance to individuals seeking to optimize their wealth. Although 401K and individual accounts make up less than 30% of their portfolio, Birchcreek possesses the capability to effectively manage employer funds, making them a versatile partner for businesses. Boasting a discretionary asset management approach, Birchcreek handles a remarkable 97% of the assets they oversee, showcasing their expertise in navigating market trends and capitalizing on opportunities. Catering primarily to high net worth individuals, the firm specializes in developing customized strategies to suit each client's unique financial goals. Birchcreek's compensation structure offers various options, including a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose the most suitable arrangement for their needs. With a dedicated team of six employees, including four investment advisors, Birchcreek ensures that their clients receive personalized attention and comprehensive financial planning services. The firm's investment advisors boast extensive industry experience, with notable figures such as Jacob Bartel, Matthew Will, and Daniel Johnson among the longest-tenured professionals at Birchcreek. Their collective expertise, coupled with an average of approximately $49,890,000 in assets under management per investment advisor, positions Birchcreek on par with industry standards. As Birchcreek Wealth Management, LLC continues to thrive in the competitive financial landscape, their commitment to exceptional client service, tailored strategies, and experienced professionals remains steadfast.

Rightwealth Advisors, LLC is a small investment advisory firm headquartered in Miamisburg, OH, with an additional office location. With a total of four employees, three of whom specialize in investment advisory services, Rightwealth Advisors has built a reputation for providing expert financial guidance to a diverse client base. Their exceptional team manages an impressive average of approximately $39,190,000 in assets under management per investment advisor. Rightwealth Advisors employs a flexible compensation structure that includes various types, such as a percentage of assets under management and performance-based fees. Their dedication to delivering exceptional results is evident in their portfolio, which boasts over $160,722,000 in assets under management for more than 170 individual clients. The firm primarily focuses on managing assets for high-net-worth individuals, with less than 30% of their assets under management attributed to 401K and individual accounts. However, they also possess the expertise and capability to manage employer funds. As a registered representative of a broker-dealer, Rightwealth Advisors expands its offerings beyond investment advisory services. The firm's commitment to building long-term client relationships is reinforced by its team of seasoned advisors. Among the firm's longest-tenured advisors are Roger Chudde, Adam Chudde, and Robert Lampe. Rightwealth Advisors, LLC continues to make its mark in the financial industry by providing personalized investment strategies, superior client service, and comprehensive wealth management solutions to individuals, families, and organizations seeking to achieve their financial goals.

Tudor Financial, Inc. is a well-established local investment advisory firm based out of Dayton, OH. With a single office, the firm boasts a dedicated team of six highly skilled professionals, all of whom specialize in providing top-notch investment advisory services. Their collective expertise and commitment have earned them a solid reputation in the industry. At Tudor Financial, Inc., their success is reflected in their impressive average assets under management (AUM) per investment advisor, which stands at around $30,870,000. The firm offers a diverse range of compensation structures, including a percentage of AUM, fixed fees, and hourly charges, ensuring flexibility to cater to clients' specific needs. One of Tudor Financial's strengths lies in their extensive experience managing assets for employer 401Ks and individuals, which accounts for approximately half of their AUM. This expertise in the retirement space positions them as a trusted partner for both businesses and individuals seeking sound financial planning. With an unwavering commitment to client satisfaction, Tudor Financial, Inc. proudly serves over 480 individual clients. Their exceptional services have garnered a substantial AUM of over $185,229,000, illustrating the trust and confidence placed in their capable hands. Notably, Melvin Brazie and Grant Donaldson are two of the longest tenured registered advisors with the firm, exemplifying Tudor Financial's dedication to fostering enduring client relationships. With their comprehensive services and experienced team, Tudor Financial, Inc. continues to thrive as a leading investment advisory firm in Dayton, OH.

Kapstone Financial Advisors LLC is a reputable investment advisory firm headquartered in Dayton, OH, boasting two well-established offices. With a total of four dedicated professionals on their team, three of them specialize in providing comprehensive investment advisory services. Their average assets under management per investment advisor stand at an impressive $60,870,000, aligning with the industry average. As a client-focused firm, Kapstone Financial Advisors LLC offers a diverse compensation structure, including a percentage of assets under management. Notably, approximately half of their assets under management originate from employer 401Ks or individuals, reflecting their expertise and success in this sector. An impressive 96% of the assets they manage are discretionary, showcasing their clients' trust in their decision-making abilities. With a substantial client base, Kapstone Financial Advisors LLC serves over 450 individual clients, effectively managing assets exceeding $182,607,000. The firm takes pride in the extensive knowledge and experience of their advisors, particularly Roy Mcguffin, David Kronour, and Randall Kronour, who are among the longest-tenured professionals at the firm. Kapstone Financial Advisors LLC has built a strong reputation by providing personalized financial guidance and ensuring the financial well-being of their diverse clientele. Through their expert investment advisory services, the firm consistently delivers optimal results and helps clients achieve their financial goals.

Beacon Capital Management, Inc. is a highly regarded local investment advisory firm based out of Dayton, OH. With 25 dedicated professionals on their team, they specialize in providing exceptional financial guidance and investment advisory services to a diverse client base. Among their staff, 12 experts are solely focused on delivering top-notch investment advisory services to their valued clients. With an impressive average of $25,680,000 in assets under management per investment advisor, Beacon Capital Management, Inc. demonstrates their commitment to delivering personalized attention and tailored strategies to meet the unique financial goals of each client. Their compensation structure reflects their dedication to client satisfaction and includes various options such as a percentage of assets under management and hourly charges. Beacon Capital Management, Inc. prides itself on its extensive experience in managing assets, particularly in the realm of employer 401Ks and individual portfolios. Their exceptional track record is reflected in their substantial client base, boasting over 15,810 individual clients with a remarkable $4,922,296,000 in assets under management. Notably, approximately half of their managed assets are sourced from employer 401Ks or individuals, highlighting their expertise and success in this sector. The firm's comprehensive approach is further exemplified by the fact that 99% of the assets they manage are handled on a discretionary basis. This discretion allows Beacon Capital Management, Inc. to act in the best interest of their clients, making informed decisions based on their financial objectives and market conditions. With their main office located in Dayton, OH, Beacon Capital Management, Inc. serves as a trusted partner for individuals and businesses seeking professional investment advisory services. Their team includes some of the industry's most experienced professionals, including Vincent Gaglione, Tyler Mays, and James Cook, who have contributed significantly to the firm's success and established long-standing relationships with their valued clients.

M.K. Brown Wealth Advisory is a reputable investment advisory firm located in Kettering, OH. With a single office serving the community, they specialize in providing comprehensive wealth management solutions to individuals and employer 401Ks. The firm boasts a team of four dedicated professionals, including two experienced investment advisors who deliver top-notch services to their clients. With an impressive average of approximately $64,070,000 in assets under management per investment advisor, M.K. Brown Wealth Advisory stands at par with industry standards. Their compensation structure encompasses various methods, including a percentage of assets under management. Notably, they have established a strong foothold in the 401K and individual asset management space, with these sources accounting for approximately half of their assets under management. M.K. Brown Wealth Advisory distinguishes itself by offering discretionary management for all of the assets they oversee, reflecting their commitment to providing expert guidance and relieving clients of the burden of day-to-day investment decisions. Currently, the firm serves a diverse clientele of over 140 individuals, managing an impressive total of $128,146,000 in assets. Among the notable advisors at M.K. Brown Wealth Advisory, Elizabeth Kussman and Martin Brown stand out as the longest-tenured registered professionals, exemplifying the firm's commitment to stability and expertise. As a small but highly capable team, M.K. Brown Wealth Advisory ensures personalized attention and tailored strategies to help clients achieve their financial goals.

Artifex Financial Group, LLC, based out of Oakwood, OH, is a leading local investment advisory firm with a strong track record of success. With seven dedicated employees, including six experienced investment advisors, they provide comprehensive financial services to a diverse client base. With an average of $39,590,000 in assets under management per investment advisor, Artifex Financial Group, LLC demonstrates their expertise in managing significant portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have tailored options to meet their needs. As a testament to their reputation and client satisfaction, Artifex Financial Group, LLC serves over 160 individual clients, overseeing an impressive $202,551,000 in assets under management. Their expertise lies in managing assets for high-net-worth individuals, with the majority of their portfolio dedicated to this segment. While 401(k) and individual accounts comprise less than 30% of their assets under management, they possess the capabilities to efficiently manage employer funds. Operating from three conveniently located offices, Artifex Financial Group, LLC fosters a strong team environment and boasts a roster of highly experienced advisors. Gerald Summers, Darren Harp, and Douglas Kinsey are among the firm's longest-tenured and most trusted advisors, providing invaluable insights and guidance to clients. Artifex Financial Group, LLC's commitment to exceptional service, extensive industry knowledge, and tailored investment strategies has established them as a premier investment advisory firm in the Oakwood, OH area. Clients can trust their assets are in capable hands and can rely on the firm's dedication to helping them achieve their financial goals.

Jessup Wealth Management, a local investment advisory firm headquartered in Dayton, OH, specializes in providing comprehensive wealth management services. With a total of 11 skilled professionals, they have built a reputation for delivering exceptional financial guidance to their clients. Five of their employees are dedicated to offering investment advisory services, ensuring personalized attention to each client. With an average of $56,810,000 in assets under management per investment advisor, Jessup Wealth Management maintains a competitive standing in the industry. Their compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency for their clients. The firm boasts an impressive portfolio, managing over $210,377,000 in assets for more than 360 individual clients. Notably, approximately half of their assets under management originate from employer 401Ks and individuals, indicating their expertise in this particular area. Additionally, Jessup Wealth Management's services extend to insurance brokering and agency support, providing clients with a comprehensive suite of financial solutions. Operating out of two offices, the firm has established a strong presence in the Dayton community. Among their experienced advisors, Nicholas Whitaker, Aaron Cramer, and Matthew Jessup hold the longest tenures, contributing to the firm's reputation for reliability and expertise. Furthermore, all assets managed by Jessup Wealth Management are discretionary, allowing them to make informed decisions based on their clients' best interests. Overall, Jessup Wealth Management stands as a trusted partner, committed to helping their clients navigate the complexities of wealth management and achieve their financial goals.