Kovalcik & Geraghty Wealth Partners Information

Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Palmetto Bluff, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. We focus on helping our clients accrue and protect wealth while assisting them in their effort to pass their values and legacy on to future generations. We are a member of The National Association of Personal Financial Advisors (NAPFA), which is an organization exclusively for fee-only financial planners. NAPFA believes, as we do, that objective planning can only be accomplished when an adviser is compensated for providing advice, not selling commission based products.