Advice-Only Financial Advisors in Ohio

Chris Kimmet is a Certified Financial Planner with 8 years of experience as a financial advisor working with physicians and other professionals.

I specialize in helping new retirees navigate the initial years of their retirement

I serve clients across the country by providing fee-only, fiduciary advice on reducing taxes, investing smarter, and creating retirement income.

Dave spent 30 years building financial independence. He now creates a safe and inviting space to guide you along your journey.

Comprehensive planning meets burnout recovery: I help Millennials position their money to quit the hamster wheel and start living better, now.