Broker Check

Financial Advisors serving clients in central Ohio


Investment Management

Data-driven analysis is the foundation for everything we do.

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Financial Planning

Individualized strategies ensure that your goals are always a priority.

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WHY IS RISK SO IMPORTANT?

WHY IS RISK SO IMPORTANT?

We use the Risk Odometer to help guide our investment decisions in our proprietary investment strategies that we use to manage client assets.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Meet Our Team

Michael Fickell

Michael Fickell

Co-Founder, Chief Investment Officer

Craig Cavicchia

Craig Cavicchia

Co-Founder, COO

Christopher Cassiere

Christopher Cassiere

Investment Advisor Representative

John  Davi

John Davi

Portfolio Advisor, Investment Committee Member

Kristie Garner

Kristie Garner

Client Services Associate

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Do You Know the 8 Timeless Principles of Investing?

This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.



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