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Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Jeff Smith, CFP®

Wealth Advisor

Westerville, Cincinnati, Indianapolis, Pittsburgh

Julie Albright, CFA, CFP®

Wealth Advisor

Cincinnati, Indianapolis, Pittsburgh

Michael Raidt, CFP®

Principal

Cincinnati, Westerville, Indianapolis, Pittsburgh

David (Chip) Workman, CFP®

Managing Partner

Cincinnati, Westerville, Louisville, Lexington, Memphis, Gallatin, Franklin, Indianapolis, Pittsburgh

Anthony (Tony) Strittholt, CRPC®, CEPA®

Regional Vice President

Cincinnati, Indianapolis, Pittsburgh

Ed Lettieri

Regional Vice President

Pittsburgh

John Walker

Regional Vice President

Cherry Hill, Radnor, Pittsburgh

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Meet our Advisory Team

Search results for:

Jeff Smith, CFP®

Julie Albright, CFA, CFP®

Michael Raidt, CFP®

David (Chip) Workman, CFP®

Anthony (Tony) Strittholt, CRPC®, CEPA®

Ed Lettieri

John Walker

Ready to get started?

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Women and the Great Wealth Transfer: How To Be Ready

What To Handle Before Dec. 31 and What Can Wait

Roth Conversion Strategy for Low-Income Years

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