2024 Forbes Best-In-State Wealth Management Team

We are truly honored to announce that Forbes magazine has named Scioto Wealth Advisors as one of their 2024 Best-in-State Wealth Management Teams! Thank you to our amazing clients and team members for making this possible.
 
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Scioto Wealth Advisors

In 2010, Scioto Wealth Advisors was founded with the simple objective to always do what is right for our clients through unwavering, dedicated guidance. When we started down the path of launching our independent practice, we were inspired by the strength and resilience of the Scioto River, the longest river that is entirely within Ohio. Just as a river begins as a small stream, and gets bigger the farther it flows, it is our vision that Scioto Wealth Advisors continues to grow and provide knowledgeable client-focused wealth management for generations to come.

Our team remains committed to providing a comprehensive wealth management experience, utilizing best-in-class products and services, and providing each client with a superior service experience.

The water in our logo represents the Scioto River, while the bridge represents our continued dedication to our clients, and that we stand steadfast and strong amidst all circumstances. We remain committed to our Mission of “Building Bridges to Your Financial Future.

We thank you for being a part of our family and we look forward to serving you in the years to come.


Photo 15.jpg


Why Scioto Wealth Advisors?

Our model allows us to provide superior client service without any conflicts of interest. We provide unbiased, objective advice based on your individual needs and goals, and answer to you, not to a parent company or to a particular product.

As a client, you benefit from our infrastructure of seasoned professionals who share a commitment to place your best interests above all else. Additionally, our collective experience means that we have an extensive network of attorneys, accountants, estate planning specialists and other third party consultants for your comprehensive planning needs.

Weiser Home Building.jpg