McCarthy Wealth And Tax Advisors

Our holistic approach goes well beyond a financial product or even the traditional financial plan. By building an ongoing relationship we become a wealth mentor and your personal CFO to provide guidance, coordination and oversight on an on-going basis. Whether you are just starting out, midlife or approaching retirement, planning is vital to your success. As your Personal Wealth Coach, our process provides professional financial solutions and access to a wide diversity of opportunities to help address your financial objectives.

Artifex Financial Group is a fee-only financial planning and wealth management firm located in Dayton, OH. We serve individuals and business owners in the greater Dayton area. Our team of experienced financial advisors can help you create a comprehensive financial plan that meets your unique needs and goals. We offer a wide range of financial services, including investments, insurance, retirement planning, tax planning, and college planning. We are committed to providing our clients with the highest level of service and support. We believe that your interests always come first. See our affiliate offices at 5325 Deerfield Blvd. Mason, OH 45040, 1201 Dublin Road Columbus, OH 43215, 700 N. San Vicente Blvd. 7th Floor Los Angeles, CA 90069.

Walsh Asset Management is a financial services firm located in Cincinnati, Ohio. The company has been in business for over 20 years and offers a wide range of financial services, including investment management, business retirement plans, and retirement planning. Walsh Asset Management is committed to providing its clients with the best possible service and has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. The company accepts all major credit cards.