With experience and success come media inquiries, appearances and the ability to make a difference in the Columbus and Cincinnati communities. Find out what we have been talking about, who has been talking about us and what we expect to be doing next.
IN THE NEWS
(Barron’s) Here are America’s best financial advisors, organized by state. The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.Read More
(ColumbusCEO) A business exit is a significant transition period that gives owners an opportunity to reflect on their own purpose. The exit itself is a time to celebrate successes while also strategically planning out personal and professional next steps. Ideally, entrepreneurs should start thinking about their exit strategy while they are growing their business and then get serious about exit planning three to five years before the anticipated sale.Read More
(ColumbusCEO) Baby boomers have never done anything in a small way and that will be the case again when they sell their businesses in the coming years. As much as $10 trillion of small business wealth could be transferred over the next 10 years by the same people who once made hula hoops all the rage, blue jeans an everyday fashion choice and dramatic social change a way of life.Read More
(Business First) Wall Street seems to have rallied pretty quickly from the market correction earlier this year, and – Wait, never mind. The market’s down again.
“The short-term corrections are more an emotional issue than a strategic issue,” Guth said. “The nature of markets is cyclical. We know the markets are going to go up and down.”Read More
Want to help business owners plan for retirement? In addition to financial expertise, you’ll need plenty of time, patience and empathy, says Joel Guth, president of Gryphon Financial Partners in Columbus, Ohio. “Most owners think of their business as their bonus child,” Guth says. “They have spent 60 to 80 hours a week with their business for decades. Retirement planning is obviously about the financial aspect, but the emotional element for business owners can also be huge. For many, it’s like selling their baby.”Read More
Columbus Financial Firm Splits with National Partner to Free Up Decision Making, Get Deals Done Faster
A Columbus financial planning firm has ended its relationship with Hightower Advisors, a move its founder says will expand its services allow it to grow.Read More
Two large RIAs managing nearly $3 billion have cut ties with HighTower Advisors, but the Chicago-based RIA mitigated the losses by adding several high-profile executives.Read More
Congrats to Joel Guth and the entire Gryphon Financial Partners team on being named to the Barron’s top Advisor list
Congratulations to the Mission Essential team on the acquisition of IMT Corporation. It was a great experience for me to be involved with the owner and executive team as they walked through the acquisition process and analysis. As a board member, I am excited to be a small part of the growth process as MEP adds strategic business lines and services to continue making the experience of our war fighters as good as possible.
Michael is responsible for analyzing various investment opportunities as well as client reporting, updating model portfolios, constructing market commentary and preparing client presentations
This client’s new marketing identity took root in a freshly imagined site based on its corporate values and its clients’ aspirations.
A Cincinnati investment adviser has joined a Columbus-based wealth management firm to open its first Cincinnati office. Tom Regan left Lenox Wealth Management, where he managed $250 million in client assets, about a year ago. After searching for the right fit for his next gig and talking to about 15 different firms, Regan opted to join Joel Guth and his Gryphon Financial Partners.
Two new advisors have joined Gryphon Financial Partners at HighTower, bringing $350 million in client assets to the Columbus, Ohio-based team and completing HighTower’s eleventh transition this year. Jeffrey R. Lagusch, Director, Wealth Management transitioned $100 million from Morgan Stanley. He joined with Client Relationship Associate Emily Hipp in August. Tom Regan, previously of Lenox Wealth Management, started with Client Relationship Associate Traci Nickels on September 25, bringing $250 million in assets to the HighTower platform. Gryphon Financial Partners now manages a total of more than $1.1 billion in assets.
For many, it is important to involve the entire family in philanthropic giving. But where do you start? Learn how to involve the entire family in your giving program from our CEO, Founder Joel Guth, recently featured on Good Day Columbus.