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Planning is a Personal Experience

Wealth Planning Is a Journey

Wealth planning is the experience of figuring out where you are today, where you want to go, and developing a roadmap to help guide you through life’s transitions. 

Our unique approach to identifying your priorities allows you to share your story. We don’t believe in questionnaires, and we don’t impose our own feelings or opinions when learning about your goals. 

The focus is on you, and we work to provide objective ideas and strategies that may lead to what you define as success. For us, success is defined not by a benchmark, but in helping you live the one life you have in the best way you can. 
Give Us a Call 888-244-8167
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Personalizing Your Financial Plan

Our services are designed to enrich your life and the lives of your loved ones. We can guide you through the many facets of wealth planning, including:

  • Goals-Based Planning 
  • Retirement Planning
  • Investment Management
  • Trust & Estate Planning
  • Tax Planning1
  • Business Owner Advisory Services
  • Executive Compensation Planning
  • Generational Wealth Transfer
  • Charitable Giving
  • Risk Management
  • Insurance Planning
  • Private Banking
Kate Brown

A Plan Tailored to You

Through careful listening, we identify your priorities to understand what’s important to you now and for the future. We provide ongoing and proactive strategic advice as we work to succeed for you. Your needs are always at the forefront of our wealth management process, and your financial goals are central as we curate your optimal plan.

Vice President and Senior Wealth Planner Kate Brown describes the planning experience you can expect at Fort Washington Investment Advisors Private Client Group.

Photo by Daniel Smyth featured in Venue Magazine.

Advisory Approach

Using your goals as our guide, we develop an investment plan personalized to fit your time horizon, your appetite for risk, and any other unique constraints you may have. 
Explore Advisory Approach


Connect with our team of wealth advisors, wealth planners, and portfolio managers who have an average of 23 years of experience in the industry.
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How Can We Help?


1Fort Washington does not provide tax advice nor is an expert in tax law.