Generations. Guidance. Together.
Watch this short video to learn how we help families build lasting financial confidence across generations through personalized guidance and enduring relationships.
Leave a Legacy
Passing wealth to your children involves more than deciding who gets what. This video explores how thoughtful planning can help you create a meaningful legacy that reflects your values and supports the next generation.
Retire With Confidence
Many retirement plans look solid on paper, but hidden risks can leave you running low when it matters most. Read the blog to learn how proactive planning can help keep your retirement on track for the years ahead.
Jesse Hurst Among Cited as Best-In-State Wealth Advisor
Jesse Hurst has been recognized by Forbes and SHOOK Research as a Best-In-State Wealth Advisor. This is Jesse’s sixth time on this prestigious list, which ranks financial planners in quantitative and qualitative characteristics. This listing places Jesse Hurst in the top 1 percent of Certified Financial Planners in the State of Ohio.
Forbes: Best-in-State Wealth Advisors Award received by Jesse Hurst, Senior Wealth Advisor, (2018-2025). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of April 2025: - 48,944 nominations received, based on thresholds - 27,586 invited to complete online survey - 23,303 telephone interviews - 6,004 in-person interviews at Advisor's location - 1,545 virtual interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Learn More About Our Approach
Discover our proprietary approach to wealth management, which is fueled by our mission and values.
Choose the Right Advisor
Our experienced team of advisors serve individuals around the country by providing customized financial guidance with clarity and insight. By investing in authentic relationships, we work to understand your life goals and aspirations – and help put you on a path toward the future you envision. Contact us today to see if we are the right advisor team for you and your family.
Get a Second Opinion
Find out if your financial plan is running at its best. We are here to help – with a complimentary, no-obligation second opinion.
SAIL Process
Our custom four-phase approach charts a course for the future you deserve.
Simplifynance
Designed to help our next generation of clients manage their finances, using a combination of high-tech tools and in-person advising.
401(k) & Retirement Plans
We can help optimize your employer-sponsored retirement plan, covering design, investments, fiduciary support, and participant education.