Barron’s Top IndependentFinancial Advisors
Johnson ranked #20. Learn more.
See what's behind our mission of serving clients.
With more than $10 billion in assets under management, we are one of Ohio’s largest independent investment advisory firms, committed to providing integrated wealth
management, trust services, institutional management, mutual funds, and charitable giving.
Journey with us through 50 years of milestones and events. Read more >
Our market recap and a look ahead, plus recent company news. Read more >
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