Windsor Advisory Group is an investment advisory firm providing family office services to highly successful individuals, their families and family offices. Many of our clients think of Windsor Advisory Group as their personal CFO. We advise clients on key financial matters, create and monitor their financial blueprints and simplify their financial affairs. As professionals, it’s our job to look out for our clients. To accomplish this, we believe in aligning their financial make-up with their long-term goals, needs and passions. We customize a plan and portfolios based on client priorities and unique financial situations. We also understand that our client’s lives are about much more than the numbers on a financial statement.
Windsor Advisory Group的外部链接
2130 Quarry Trails Dr
1st Floor
US，Ohio，Columbus，43228
Jon Eesley will be facilitating the Conway Center for Family Business October monthly meeting: Should We Keep It or Sell It? A Family Business at a Crossroads. Register today! https://lnkd.in/gaQGAZst
Be sure to register for the Monthly Educational Program: Should We Keep It or Sell It? A Family Business at a Crossroads! This is the last chance to take advantage of our Fall Membership Drive!! Register yourself and a #familybusiness friend here: https://lnkd.in/gaQGAZst
Windsor is growing! We are excited to welcome Precious Boakye, MBA as our newest Associate. Precious brings enthusiasm & experience that will be a huge asset for our team. Welcome, Precious!
Windsor Advisory Group, LLC is a sponsor of the Smart Business Dealmakers Conference on September 19th at the Hilton Columbus Downtown. This CEO-focused M&A event, presented by Ice Miller LLP, features an all-star lineup of local entrepreneurs, investors and advisers. The conference promises engaging panel discussions on key M&A topics and extensive opportunities to network one-on-one with the region’s top dealmakers. This year, John Mozola is participating in a panel titled?“Building Legacies: The Role of Family Businesses & Offices”. Register using code WINDSOR150 and save $150 on tickets!??https://lnkd.in/e4uUzHfd #ColumbusDealmakers #DealmakersConference
Windsor is proud to be a sponsor of the #RTRX event again this year! It was inspiring to see so many professionals coming together to support such a great cause. Events like this not only drive positive change but also strengthen our community. Thank you for another great week, Rockbridge!
So many invaluable lessons learned from this year’s #RTRX event. Windsor Advisory Group takes away a ton and it’s for such a great cause. Thanks Rockbridge for organizing!
Windsor is so excited to welcome our newest Associate, Katelin Meredith! Katelin is a wonderful addition to the firm and is already making a positive impact. Welcome, Katelin!
Windsor is pleased to announce that Evan Yakubov, CPA has joined the firm as an Associate! We’re so excited that he has brought his experience and dedication to help drive success for our clients. Welcome, Evan!
We are so proud to announce the promotion of?Carter (Hatch) Gerlach, CFP? CAP??to Managing Director! All of us at Windsor are grateful for her commitment to our clients and positive impact on our team. Please join us in celebrating her continued success.