Akron, OH

222 S. Main St #220
Akron, OH 44308

330.535.4550

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Who We Serve

  • Endowment & Foundation Leaders
  • Retirement Plan Sponsors

Dayton, OH

7812 McEwen Rd #400
Dayton, OH 45459

937.223.0600

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Who We Serve

  • Individuals & Families
  • Retirement Plan Sponsors

Uniontown, OH

1640 Corporate Woods Cr
Uniontown, OH 44685

330.896.6250

Mon–Fri, 8:00 am–4:30 pm

Who We Serve

  • Individuals & Families

West Chester Township, OH

9078 Union Centre Blvd #102
West Chester Township, OH 45069

513.273.0350

Mon–Thur, 9:00 am–4:00 pm
Fri, 9:00 am–12:00 pm

Who We Serve

  • Individuals & Families