IF YOU’RE LIKE SO MANY OF OUR CLIENTS WHEN WE FIRST MET, YOU’RE LIKELY ASKING QUESTIONS LIKE…
Do I even have a chance to hit my financial goals?
How do I know if I’m on track?
Am I making the right decisions with my money?
What if I am missing something?
THE QUESTIONS ABOVE ARE NOT UNCOMMON.
THEY ARE A GOOD PLACE TO START.
WE WANT TO HELP YOU ANSWER QUESTIONS LIKE THESE:
What is the most important impact we could have with our money?
What else could we be doing to be generous?
What would it mean to be even more proactive as we create our legacy?
What would it mean to live beyond the balance sheet?
A great financial plan covers all the bases and addresses your and your basic needs. We believe a holistic financial plan should also address questions that typically occur outside of the balance sheet.
We believe you can and should be asking questions like…
WHAT ARE THE DREAMS WE CAN MAKE A REALITY?
WHAT KIND OF STORY WILL OUR GRANDKIDS TELL OF OUR LEGACY?
CAN WE HAVE IMPACT BEYOND OUR BALANCE SHEET?
Meet the Bottos,
a father-son team that combines a career’s worth of experience (Mark) in financial planning with a detailed and fresh perspective (Wesley). Together, they weave their individual approaches into their fiduciary duty towards the people they serve.
Who We Serve
– Young Professionals
– Early Career Physicians & Residents
– Established Medical Professionals
– Professionals Approaching Retirement
– Professional Services Executives
– Business Owners
Ready to live beyond the balance sheet?
Let us help you live life to the fullest and guide you in making confident decisions around your finances.
4565 East Galbraith Road
Cincinnati, OH 45236