We know choosing an advisor isn’t easy.

We invite you to meet our team. We’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please fill out the following form or call us. We look forward to hearing from you soon.

Brian Shepard

2154 E Main St Ste 201

Bexley, OH 43209-2317

O 614.338.7601

Price is what you pay. Value is what you get.