Troy, OH

Troy, OH

80 S Plum Street
Troy, OH 45373

Monday-Friday, 8:30am – 5pm

Phone:937-552-9719


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Troy is a suburb of Dayton. A town with rich architectural heritage and historic importance, Troy, is named for the ancient Greek city of Troy.  Architectural highlights include “The Public Square”,  beautifully restored & landscaped with a fountain, surrounded by, renovated Victorian-age buildings that show the gracious style of another era. The historic Miami County Courthouse, in downtown Troy and overlooking the Great Miami River, stands as the masterpiece of the County, towering 185 feet above the river.   

Troy was once home to the largest aviation manufacturer in the country. There’s a museum commemorating the historical era. Food lovers will enjoy knowing the original world headquarters of the famous Kitchen Aid food equipment line was produced in Troy. Popular events celebrating Troy’s heritage are the annual Troy Strawberry Festival, & the Festival of Nations. Troy is blessed with hometown charm, unique shopping, quaint restaurants ranging from fine dining, cafes, & ethnic choices to diners with famous burgers & shakes!  

Our team of financial advisors, insurance agents, wealth management professionals, business planners, and retirement professionals share the independent thinking that makes our suburb thrive. Instead of preparing our clients with traditionally accepted needs-based financial plans, we approach your situation holistically with a focus on your goals and passions. Our clients are empowered to ask questions and make decisions that have short-term and long-term benefits across all life stages. Every circumstance is unique; that’s why every strategy we put forth is singular.