About Our Name

Lighthouses are often painted in a unique pattern so they can easily be recognized by sailors during daylight, a design known as a daymark. As your advisor, we look to guide you with the clear direction of a well-thought-out plan, giving you visibility for your financial future.

By getting to understand our clients as individuals and knowing their families, we’re able to help them clearly define their goals in order to pursue their most important dreams.

Awards

Forbes Best in State Advisors (2021, 2022)

Cincinnati Magazine’s Five Star Wealth Manager