Austin Associates

After spending more than 40 years in business together, and as a third-generation practice, Beacon Financial’s advisors understand the value of planning for longevity. We believe that wealth is a horizon, not a number. And we’re dedicated to guiding our clients to their ideal wealth horizon, which is not months out but years out. When working toward your own financial horizon, having a knowledgeable, dependable partner to guide you can make all the difference. At Beacon Financial, our multi-generational practice gives us valuable perspective on all stages of life and a long runway to serve our clients and their children. Additionally, because of our advisors’ close relationships and family ties, we’re here to stay.

AssetDynamics Wealth Management, located in Maumee, OH, is dedicated to helping clients achieve their financial goals through a disciplined and unemotional investment process. The firm emphasizes the importance of overcoming behavioral biases such as greed and fear to ensure a dignified and worry-free retirement. With a commitment to providing insightful resources and personalized planning strategies, AssetDynamics aims to equip clients to make informed financial decisions. Their services encompass retirement planning, estate management, and investment advice, underscoring the integration of faith and finances in building a secure future. Generated from the website

Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm founded in 2006 by three partners with decades of experience in the financial planning field. John Engler, Matthew Garrow, Timothy Roth, Terry Stamper, & Karla Stanton, all CERTIFIED FINANCIAL PLANNERTM professionals, have a commitment to principles put forth by the CFP Board. Planners are registered representatives and Investment Advisor Representatives of Osaic Wealth, Inc. The planners in our firm have active memberships in the Society of Financial Services Professionals (SFSP) and are also active in several area Chambers of Commerce as well as many service and charitable organizations.