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About Us

Our firm is a local, family owned, second generation Financial Services Company.  We have been helping families with their investments since 1959.  With two offices in the Miami Valley, we have assisted multiple generations of investors.  Not only 2nd and 3rd generation, but 4th generation investors as well.  The firm’s three partners, Scott Behnken, Kent Behnken and Mike Moran have been business partners for over 30 years and have over 100 years of combined experience.

We begin every client relationship with a conversation, helping you identify and prioritize which goals matter most to you.  Whatever your goals may be, we will work with you to develop a financial strategy designed to help you accomplish your financial objectives.  Whether you have retired or are planning to retire, whether you’re seeking advice regarding your investments or wish to plan for the ultimate transfer of your wealth to the next generation, we start by listening to learn more about you and your financial goals.

Our objective is to build and preserve your investment assets by offering a professional level of advisory services as well as providing exceptional customer service.

We feel fortunate to say we serve clients throughout the U.S.

What's right for you? That's the question shaping every Investment Plan we develop and manage. Your Wealth Strategy should be based on your life and goals, not some impersonal benchmark.