Will Gottfried believes financial planning is about helping people understand their options so they can make informed decisions with confidence. By taking the time to listen first, he works to understand each client’s concerns, goals, and vision for retirement before building a strategy tailored to what matters most.

Will specializes in retirement planning and tax-efficient income strategies. He earned his Bachelor of Arts in History from Miami University and is passionate about helping clients navigate the many moving pieces of a comprehensive financial plan in a way that is clear, practical, and easy to understand.

Inspired by the positive experience his own family had with a trusted financial advisor, Will believes service, transparency, and follow-through are the foundation of every strong client relationship. He strives to communicate openly, deliver on his commitments, and provide guidance clients can rely on throughout retirement.

Outside of work, Will enjoys spending time with his family in the local community, following sports, and playing golf.

 Will believes a retirement worth living is having the financial independence to pursue your goals and enjoy the life you’ve worked hard to build.