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.

Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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The Investment Risk No One&#8217;s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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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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