deeteradvisory.com

The Deeter Advisory Group | A comprehensive financial planning firm that specializes in in- vestment management.

Passion. Integrity. Knowledge. Secure, Service-Based Relationships. Help Bring a S.M.I.L.E. to Others. We are a independent financial planning and investment advisory firm dedicated to meeting your wealth management needs through personalized financial planning, investment management & advisory services. Being independent with no large firm affiliations allows us to make unbiased recommendations and personalized plans that are free from conflicts. The Deeter Advisory Group. SMILE is about an idea. Is a c...

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The Deeter Advisory Group | A comprehensive financial planning firm that specializes in in- vestment management. | deeteradvisory.com Reviews

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Passion. Integrity. Knowledge. Secure, Service-Based Relationships. Help Bring a S.M.I.L.E. to Others. We are a independent financial planning and investment advisory firm dedicated to meeting your wealth management needs through personalized financial planning, investment management & advisory services. Being independent with no large firm affiliations allows us to make unbiased recommendations and personalized plans that are free from conflicts. The Deeter Advisory Group. SMILE is about an idea. Is a c...

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The Deeter Advisory Group | A comprehensive financial planning firm that specializes in in- vestment management. | deeteradvisory.com Reviews

https://deeteradvisory.com

Passion. Integrity. Knowledge. Secure, Service-Based Relationships. Help Bring a S.M.I.L.E. to Others. We are a independent financial planning and investment advisory firm dedicated to meeting your wealth management needs through personalized financial planning, investment management & advisory services. Being independent with no large firm affiliations allows us to make unbiased recommendations and personalized plans that are free from conflicts. The Deeter Advisory Group. SMILE is about an idea. Is a c...

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deeteradvisory.com

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Wealth Management | The Deeter Advisory Group

http://deeteradvisory.com/wealth-management

Assisting you to achieve and live your quality. Of life by building relationships that are. Unbiased and personalized for each client. Six Step Financial Planning Process. Gather client data and determining goals and expectations. Determine the client’s financial state by analyzing and evaluating. Develop and present the financial plan. Implement the financial plan. Monitor the financial plan. As a Deeter Advisory Group. Estate and Wealth Planning. Fee-Based Planning: What It Means to You. Since not all ...

2

News | The Deeter Advisory Group

http://deeteradvisory.com/news

Q1, 2014 Quarterly Letter. To get the most updated DAG Newsletter, please email us. Josh Deeter was recently named to the 2016 Class of the "Top Leaders Under 40 in Cincinnati" by Venue and LEAD Magazine. This an award given annually to only 30 individuals. It is a great honor. Josh was recognized for a 7th straight year as one of the "Top Wealth Managers in Cincinnati" by Cincinnati Magazine. In May DAG celebrates its 5 year Anniversary. The Deeter Advisory Group. Sign up for our Newsletter.

3

About | The Deeter Advisory Group

http://deeteradvisory.com/about

Service. Communication. Relationships. We truly believe that what sets us apart is service, communication and relationship that we provide to each individual we work with and for. After graduating from Elon University in North Carolina, Josh lived in Atlanta working for the financial company, Advantage Capital, thus beginning his career in the financial industry. In 2004 he moved back to Cincinnati to begin working with his Father's company, Deeter and Bodnar Advisors. Josh sits on on the mentoring board...

4

Philosophy | The Deeter Advisory Group

http://deeteradvisory.com/philosophy

Exceeding Your Financial Objectives. Passion. Integrity. Knowledge. In these unsettled economic times, diversification is a key element in protecting your investments. The Deeter Advisory Group’s. Cash: High-Quality Money Market Funds. Fixed Income: High-Quality Corporate Bonds, U.S. Treasuries, Municipal Bonds and Preferred Stock Securities. Equities: Large Cap Growth and Value, Mid Cap Growth and Value, Small Cap Growth and Value and International Equities. The Deeter Advisory Group. Terrace Park, OH.

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The Deeter Advisory Group | A comprehensive financial planning firm that specializes in in- vestment management.

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Passion. Integrity. Knowledge. Secure, Service-Based Relationships. Help Bring a S.M.I.L.E. to Others. As a member of the National Association of Financial Planners, The Certified Financial Planners Board of Standards and Board of Accredited Investment Fiduciaries, we have surrounded ourselves with knowledgeable and experienced companies and organizations that ensure our clients receive the utmost industry expertise. The Deeter Advisory Group. The Deeter Advisory Group. Sign up for our Newsletter.

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deeteradvisory.com

The Deeter Advisory Group | A comprehensive financial planning firm that specializes in in- vestment management.

Passion. Integrity. Knowledge. Secure, Service-Based Relationships. Help Bring a S.M.I.L.E. to Others. We are a independent financial planning and investment advisory firm dedicated to meeting your wealth management needs through personalized financial planning, investment management & advisory services. Being independent with no large firm affiliations allows us to make unbiased recommendations and personalized plans that are free from conflicts. The Deeter Advisory Group. SMILE is about an idea. Is a c...

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