News

ADAM T. HILL and KATY UFFERMAN were named one of the 2022 Five Star Wealth Managers which was awarded by Five Star Professional.  Click on the article to see how Five Star uses its own proprietary methodology to name outstanding professionals, then works with publications such as Columbus Monthly to spread the word about award winners.  

ADAM T. HILL was named one of the 2021 Five Star Wealth Managers which was awarded by Five Star Professional.  Click on the article to see how Five Star uses its own proprietary research methodology to name outstanding professionals, then works with publications such as Columbus Monthly to spread the word about award winners.  

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2021 Five Star Wealth Managers.

We are expanding our presence in the Columbus area by opening a satellite office at 1201 Dublin Rd. in Grandview Heights, in the Versa Columbus complex. The firm’s New Albany office at 6530 West Campus Oval, which provides investment management and financial planning services since 1981, will continue to operate as well.

Press Release

Planning for your financial future doesn’t have to be hard, especially when you work with the right advisor. Click on the Gobanking.com article to see Katy's tips!

Katy was profiled in Authority Magazine's series on 5 Things to look for in a Financial Planner.