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High-Level Financial Care for Clients in Over 30 States
Professional Investment Management
Well-researched investment solutions for lifetime wealth and income. We educate and help you structure an ideal investment approach
Financial and Estate Planning
Your own personal plan. Your own web-based portal. Control your wealth, know where you stand, and have an effective plan for your financial future
Taxes: Guidance and Analysis
Financial decisions: consider the tax consequences. Maximize your tax deductions
Asset Protection/Risk Reviews
Measure your investment risk. Protect accumulated assets. Sleep secure
CLIENT TESTIMONIALS
30 Year Client: “You’ve made my life easier; I’ve felt very secure over many years knowing that you have helped with major financial decisions and simplified the management of my assets.”
22 Year Client: “Tudor Financial has provided exceptional long-term returns along with excellent service.” *
OUR PROCESS
What is most important to you now? Tudor helps you focus on current priorities while retaining a vision of your overall financial picture. Lifetime financial success hinges on growing productive assets, protecting accumulated wealth and ultimately generating income. Tudor professionals are credentialed and experienced to help you target growth goals and provide solid advice for your financial life. Find out how our professionals look at where you are and develop an approach to get you where you want to be.
Achieve Better Long-Term Outcomes with Reliable and Clear Advice
THE LATEST FROM TUDOR FINANCIAL
We provide unbiased, reliable financial update commentary and discussion. We go beyond investment markets to address important topics that impact your wealth. Find out how we provide trusted advice to grow and enhance all aspects of your wealth.
YEARS OF SERVICE
Tudor Wealth is an independent wealth and investment advisory firm based out of Southwest Ohio serving clients in more than 30 states throughout the U.S. Tudor has provided trusted investment and financial advisory services to individuals, families, and institutions for over three decades. How can you benefit from this experience and trusted counsel?
LOCATION
8111 TIMBERLODGE TRAIL
DAYTON, OH 45458-2103
