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Distance Only Xenia, OH
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Hi, I’m Brian. I started Truly Prosper Financial Planning to help people retire with clarity and confidence. We provide flat fee retirement planning and investment management. We also provide one-time retirement plans for do-it-yourself (DIY) investors.
Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create...
Martin Bartik (CRD# 4796623) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 19 years of experience in the finance industry.
Ryan Beach (CRD# 6199033) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 9 years of experience in the finance industry.
Tabatha Bratton (CRD# 1529161) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 25 years of experience in the finance industry.
Donald Cain (CRD# 4336886) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Xenia, OH and has over 22 years of experience in the finance industry.
Collin Crowe (CRD# 6879083) is an Investment Advisor Representative working at Edward Jones in Xenia, OH and has over 6 years of experience in the finance industry.
Richard Culpepper (CRD# 2942828) is an Investment Advisor Representative working at James Investment Research Inc. in Xenia, OH and has over 26 years of experience in the finance industry.
Eleanor Deskin (CRD# 1231146) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Xenia, OH and has over 40 years of experience in the finance industry.
Trent Dysert (CRD# 5078319) is an Investment Advisor Representative working at James Investment Research Inc. in Xenia, OH and has over 17 years of experience in the finance industry.
Eric Montgomery (CRD# 1691491) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Xenia, OH and has over 36 years of experience in the finance industry.