Your life. Your wealth. Your future.

Pursue what matters most

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Aerial

Research. Based. Advice.

  • 2022 Tommy

    Thomas Blalock

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • MD
    • MI
    • MO
    • NC
    • NY
    • OH
    • PA
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Tom started in the business August 4 1984 at the Merrill Lynch Operation Center.  The Dow Jones closed at 1202.80 on record volume 236.6 million shares.  Thirty-one years ago I bought my first portfolio.  It was two months before the 1987 Black Monday Crash.

      • Wright State University
        3601 Rigby Road
        Miamisburg, OH 45342
      • 2022 Jamie

        James Blalock

        First Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • KY
        • MD
        • ME
        • MI
        • MO
        • NC
        • NY
        • OH
        • PA
        • TN
        • TX
        • VA
        • VT
        • WA
        • WI
        • WV

          • Ohio Northern University
            3601 Rigby Road
            Miamisburg, OH 45342
          • max 2022

            Max Blalock

            Client Associate

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            • OH

              • University of Kentucky
                3601 Rigby Road
                Miamisburg, OH 45342
              • cindy 2.0

                Cynthia Hovell

                Client Associate

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                    • Ohio University
                      3601 Rigby Road
                      Miamisburg, OH 45342

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    Retirement planning

                    Retirement planning

                    Multigenerational wealth planning

                    Multigenerational wealth planning

                    A team approach

                    A team approach

                    Year Ahead 2023

                    A year of inflections

                    Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

                    Insights