Our Firm

OHIO VALLEY WEALTH MANAGEMENT

We are committed to building long-term relationships with our clients and community and providing strategies that are designed to help you prepare for your future. We have the tools and knowledge needed to help you develop and implement a personalized financial strategy. Our job is to help you map out your financial goals and to help you select the appropriate products for your objectives.

Through Equitable Advisors, and its affiliates, as well as 100 other well-known mutual funds, annuity and insurance companies, we can offer a broad range of financial products and services. To ensure that you are comfortable with your strategy and product choices, we can work through each step of the planning process. Your participation is vital to the creation, implementation and success of your financial strategy.

This site has been created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. It is also to help you become aware of the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services. Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide up-to-date and cost-effective financial strategies to our valued clients.

The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients. We look forward to helping you take control of your financial future.

As registered representatives of Equitable Advisors, and agents of Equitable Network, LLC and its subsidiaries, our professionals offer a variety of financial products and services that are designed to help you plan for, build and achieve a more secure financial future. These include: Retirement Planning, Business Planning Estate Planning, Fixed and Variable Annuities Variable and Traditional Life Insurance Tax Advantaged Annuities 401(k) and other Company Sponsored Plans Disability Income and Insurance, Asset Management Accounts Mutual Funds Wrap Fee Accounts Education Planning, Brokerage Accounts Deferred Compensation Programs Buy-Sell Plans Key Person Insurance.