In The News

With experience and success come media inquiries, appearances and the ability to make a difference in the Columbus and Cincinnati communities. Find out what we have been talking about, who has been talking about us and what we expect to be doing next.

Columbus CEO 5 places to put your money, family business, business exit strategy and succession planning

June 30, 2020

The current economic situation—a worldwide pandemic, millions of job losses, a steep economic downturn and uncertainty about the future—is not the time to panic and change your long-term investment strategy, according to the experts.
Columbus Chamber of Commerce wealth management news

April 29, 2020

As a comprehensive wealth management firm, we safeguard and protect personal wealth, retirement assets and business equity. We do this by offering a full range of services — from strategic asset allocation and detailed cash flow planning to tax efficient wealth transfer strategies and private investment opportunities.
NBC4i.com covid's impact on small businesses

March 19, 2020

Salons, barbershops, spas and tattoo parlors have closed their doors in Ohio, and no one knows when they will reopen. In a new order Wednesday, Ohio Governor Mike DeWine shut down those businesses in an effort to slow the spread of the coronavirus adding them to the list of bars, restaurants, gyms and movie theaters already shut down. “The immediate impact is going to be extremely deep,” said Joel
Barron's top advisor

March 17, 2020

Congratulations to Joel Guth and Gryphon Financial Partners. Here are America’s best financial advisors, organized by state. The rankings are based on data provided by around 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
CNBC identity theft advice

March 9, 2020

According to a 2019 Internet Security Threat Report by Symantec, cybercriminals are diversifying their targets and using stealthier methods to commit identity theft and fraud — and no one is immune. If you have a Social Security number, you are a target. As many as 1 in 10 people are now victims of identity fraud annually, with 21% of these individuals having been victimized multiple times.
Columbus CEO 5 places to put your money, family business, business exit strategy and succession planning

January 8, 2020

Family business successions have many moving parts, not the least of which is the family itself, Guth says. That’s why parents and children must have ongoing and clear communication with one another so the third generation doesn’t feel duty-bound to carry on when that expectation doesn’t actually exist. “The last thing you want is to impact the family dynamic negatively, ” Guth says, “and that’s a complicated thing.”
AARP sell your business

January 2, 2020

Having the company professionally assessed can help you evaluate how its assets and liabilities line up, along with what prospective buyers might be willing to pay. “Get a qualified team of advisers,” Guth says. Professionals with experience preparing and selling companies can help you lessen risks and identify strategies to increase the sale price.

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