Main Office

100 Front Street,

5th Floor
Marietta, OH 45750

<br/>We Put Your Needs First<br/>


We Put Your Needs First

Our purpose is to invest in our clients for the long-term. From retiring early to funding a college education or fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your financial needs changing over time.

We always put clients first, seeking the highest and safest returns, while also protecting your estate and seeking the lowest tax liability.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
Learn More
Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.
Learn More
Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Learn More
Amy Gentry

Amy Gentry

Branch Operations Manager

Bradley Gentry

Bradley Gentry

Office Manager

Daphne Perine

Daphne Perine

Financial Professional

Gregory Gentry

Gregory Gentry, RFC, CEP

Financial Professional

Sydney Gentry

Sydney Gentry

Client Services Assistant

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