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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.

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March 12, 2022

Here are America’s best financial advisors, organized by state. The rankings are based on data provided by around 6,000 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. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

September 24, 2021

Austin provides comprehensive services to his clients that extends well beyond investment management. He does this by offering a full range of services – from tax-efficient wealth transfer strategies and comprehensive risk management to strategic asset allocation and detailed cash flow planning.

September 24, 2021

Katelyn’s client responsibilities include building wealth management plans, organizing their financial lives, connecting all their professional advisors into one cohesive strategy, multigenerational planning and education, and providing overall top notch client service for the Altenburg team.

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