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.

Barron's top advisor

March 14, 2019

Here are America’s best financial advisors, organized by state. The rankings are based on data provided by over 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.
Columbus CEO 5 places to put your money, family business, business exit strategy and succession planning

November 29, 2018

A business exit is a significant transition period that gives owners an opportunity to reflect on their own purpose. The exit itself is a time to celebrate successes while also strategically planning out personal and professional next steps. Ideally, entrepreneurs should start thinking about their exit strategy while they are growing their business and then get serious about exit planning three to five years before the anticipated sale.
Columbus CEO 5 places to put your money, family business, business exit strategy and succession planning

September 11, 2018

Baby boomers have never done anything in a small way and that will be the case again when they sell their businesses in the coming years. As much as $10 trillion of small business wealth could be transferred over the next 10 years by the same people who once made hula hoops all the rage, blue jeans an everyday fashion choice and dramatic social change a way of life.
Columbus Business First wealth management and stock market advice

March 28, 2018

Wall Street seems to have rallied pretty quickly from the market correction earlier this year, and – Wait, never mind. The market’s down again. “The short-term corrections are more an emotional issue than a strategic issue,” Guth said. “The nature of markets is cyclical. We know the markets are going to go up and down.”
Financial Planning retirement advice

September 7, 2017

Want to help business owners plan for retirement? In addition to financial expertise, you’ll need plenty of time, patience and empathy, says Joel Guth, president of Gryphon Financial Partners in Columbus, Ohio. “Most owners think of their business as their bonus child,” Guth says. “They have spent 60 to 80 hours a week with their business for decades. Retirement planning is obviously about the financial aspect, but the emotional element for business owners can also be huge. For many, it’s like selling their baby.”

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