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.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
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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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