Let's move forward. Together.

Professional guidance that helps inspire confidence

Meeting behind closed doors

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • thomas

    Thomas Blalock

    First Vice President–Wealth Management

    Financial Advisor

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          3601 Rigby Road
          Miamisburg, OH 45342
        • james

          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

                3601 Rigby Road
                Miamisburg, OH 45342
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                Cynthia Hovell

                Client Associate

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                        3601 Rigby Road
                        Miamisburg, OH 45342
                      Retirement planning

                      Retirement planning

                      Goals-based planning

                      Goals-based planning

                      2022 tax planning guide

                      For your financial well-being

                      Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

                      We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      More than 150 years

                      offering financial advice

                      Global leader

                      UBS is a world-leading wealth manager

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

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