Helping people create, manage, and preserve wealth.

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WMG Headquarters – Dayton, Ohio

Address: 811 Juniper Court, Tipp City, Ohio 45371
Office phone number: (937) 877-1280
Office fax number: (937) 667-8891

Branch Offices

DAYTON, OHIO – Lauren Bonham, Chief Operating Officer

HOUSTON, TEXAS – Alan Birsinger, Financial Advisor

What sets WMG apart?

WMG requires our advisors to operate as “fiduciaries” for our clients.

What is a fiduciary? A fiduciary is an advisor who must act in your best interest.

WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.

If you’re looking for a financial professional that will always put your interests first, you’re in the right place.

Ready to start? We’re here to help

Nothing compares to the confidence you get from knowing you’re prepared for your financial future.

Retirement Planning

Our team will work with you to determine the best plan or strategy to pursue your retirement goals.

Financial Planning

Gain confidence by knowing you’re prepared for your financial future.

Tax Planning

Our team will work with you to develop a comprehensive tax minimization plan.