Let's move forward. Together.

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.


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.

  • derek

    Derek Vance

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CO
    • FL
    • GA
    • IN
    • KY
    • MO
    • NC
    • OH
    • OK
    • SC
    • TN
    • TX
    • WA

    Derek joined UBS in January of 2014 with a focus on helping clients with investment and insurance needs.  Derek has been in the financial services industry serving as a Financial Advisor since 2006.  Within the Vance Financial Group, Derek focuses on financial planning, investment research and building strong client relationships.

    Derek and his wife Cady along with their two young children live on a small horse farm near Caesar Creek where they are active in their church and community.

      • Wright State University, Organizational Leadership
        3601 Rigby Road
        Miamisburg, OH 45342
        Derek Vance
        3601 Rigby Road,Miamisburg,OH,45342
      • Cindy headshot

        Cynthia Hovell

        Client Associate

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          Cindy is a skilled and experienced Client Service Associate. She joined UBS in 2019 and was new to the industry. She is a graduate of Ohio University with a BS in Human and Consumer Sciences.  Cindy enjoys working with the clients and is committed to providing them with exceptional service and building long lasting relationships.

          Cindy works closely with financial advisors to ensure that clients receive the highest level of care and attention. She is committed to staying up-to-date on the latest industry trends and best practices, and is always looking for ways to improve the client experience.

          Cindy resides in Springboro with her husband Jeff.  Between the two of them they have 5 kids, two of which are hers, Ben, and Cara.

          If you would like to learn more about her work, schedule a consultation or connect with her on LinkedIn

                3601 Rigby Road
                Miamisburg, OH 45342
                Cynthia Hovell
                3601 Rigby Road,Miamisburg,OH,45342

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              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

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              As of 03/31/2024

              51 countries

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              UBS is a leading and truly global wealth manager