8044 Montgomery Road, Suite 450
Cincinnati, OH 45236
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Does your financial plan
exist on a napkin?

Learn more about our
comprehensive team approach.

Every symphony needs a conductor.

Who’s yours?

You are unique and your plan should be as well.

Learn more about our custom approach.


Bill Koontz, Steve Fortin & Chris Flores have been serving clients collectively for over 50 years. In today’s complex world, we could all use a little help. Learn how and why we have become a trusted advisor to many. Learn more about our comprehensive approach to financial planning focusing on four main areas below.