At Elmwood Park Investment, we provide personalized financial strategies to grow and protect your wealth. Our experienced advisors offer tailored investment solutions for individuals, families, and businesses in Dayton and beyond.
Strategic investment solutions designed to grow your assets and build long-term wealth
Comprehensive portfolio protection with diversified investment strategies
Knowledgeable advisors dedicated to your financial success and peace of mind
Strategic retirement solutions to secure your financial future
Professional management of investment portfolios tailored to your financial goals and risk tolerance.
Comprehensive retirement strategies including 401(k), IRA, and pension plan management.
Strategies to protect and grow your assets through market cycles and economic changes.
Corporate investment solutions and business growth strategies for companies of all sizes.
Your Trusted Financial Partner in Dayton
Elmwood Park Investment has been serving the Dayton community with reliable financial solutions tailored to meet the unique needs of Ohio residents and businesses.
Our experienced financial advisors take the time to understand your specific goals and recommend investment strategies that provide optimal growth while managing risk appropriately.
We utilize comprehensive market analysis and diversified investment approaches to help you build wealth and secure your financial future with confidence.
Expertise in navigating complex financial markets to find optimal investment solutions
Strategic asset allocation and investment selection to maximize returns while managing risk exposure.
Comprehensive risk assessment and mitigation strategies to protect your investment portfolio.
Personalized financial roadmaps to help you achieve your short and long-term financial objectives.
Simplifying complex financial concepts to help clients make informed investment decisions.
Comprehensive retirement planning to ensure financial security during your golden years.
Corporate investment strategies and business succession planning for company owners.
Our advisors maintain current licensing and continuing education to provide expert financial guidance.
Our commitment to excellence is reflected in the numbers that define our performance and client satisfaction.
Professional management of investment portfolios for individuals and businesses.
Our clients stay with us year after year thanks to our exceptional service and results.
Serving the Dayton community with reliable financial solutions since 2008.
Over a decade of proven expertise in financial markets and investment management.
Awarded "Top Financial Advisory Firm" for client service excellence by leading industry organizations.
Our Investment Management Options
Comprehensive financial planning and investment management for high-net-worth individuals and families.
Strategic retirement solutions including 401(k) rollovers, IRA management, and income planning.
Wealth transfer strategies and estate preservation to protect your legacy for future generations.
Corporate investment strategies, business succession planning, and executive wealth management.
Portfolio protection strategies and asset allocation to manage market volatility and economic changes.
Investment strategies designed to minimize tax liabilities and maximize after-tax returns.
Elmwood Park Investment helped me navigate retirement planning with confidence. Their strategic approach has grown my portfolio significantly while managing risk effectively.
As a small business owner, finding the right investment strategy was overwhelming. Elmwood Park simplified everything and created a growth plan that exceeded my expectations.
I've been with Elmwood Park for over 8 years. They regularly review my portfolio and adjust strategies to ensure I'm on track to meet my financial goals. Their personalized service is outstanding.
The team at Elmwood Park helped me develop a comprehensive estate plan that protects my family's future. Their expertise in wealth transfer strategies gave me complete peace of mind.
As I approached retirement, Elmwood Park helped me create an income strategy that ensures I can maintain my lifestyle. Their tax-efficient withdrawal approach has been incredibly valuable.
Our Dedicated Financial Professionals
With over 15 years of experience, Sarah specializes in wealth management and retirement planning with a focus on personalized client solutions.
Michael is a Chartered Financial Analyst with expertise in portfolio management and market analysis.
Emily focuses on high-net-worth clients and business investment solutions, helping Dayton companies grow their wealth.
David specializes in retirement income strategies and estate planning, ensuring clients achieve financial security.
Frequently Asked Investment Questions
We work with clients across various wealth levels. While we offer specialized services for high-net-worth individuals, we also provide investment guidance for those just starting their financial journey. Our minimum for dedicated portfolio management is $100,000, but we offer financial planning services for clients at all asset levels.
We operate on a fee-based structure, typically charging a percentage of assets under management. This aligns our interests with yours - we succeed when your portfolio grows. Our fees are transparent and detailed in our advisory agreement. For specific financial planning projects, we may charge fixed fees or hourly rates.
As an independent firm, we provide unbiased advice without sales quotas or proprietary product requirements. Our team combines extensive market experience with personalized service, creating customized strategies for each client. We focus on building long-term relationships and provide comprehensive financial planning beyond just investment management.
We conduct formal portfolio reviews quarterly and provide comprehensive performance reports. However, we monitor client portfolios continuously and are available for discussions whenever market conditions or personal circumstances change. We believe in regular communication and typically schedule check-in calls at least semi-annually.
Yes, we integrate tax efficiency and estate considerations into all our investment strategies. While we coordinate with your CPA and estate attorney for specific legal and tax matters, we provide comprehensive wealth transfer planning, charitable giving strategies, and tax-aware investment management as part of our holistic approach to financial planning.