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Our Mission.
Financial Counseling, Inc. strives to cultivate quality relationships built on the honor, trust and integrity necessary to encourage and empower each of our clients to achieve financial freedom through prudent and careful planning.
Unlike some investment advisers and financial planners, we do not set a minimum investment requirement. We passionately believe that the ability to build wealth and plan for the future should not be determined by whether or not you have already accumulated wealth. Whether you have nothing saved for retirement or millions, we would love the opportunity to meet with you to discuss your financial goals and help you achieve them.
Who we are.
Stevan Vaughan, Investment Adviser, President
Jared Moore, Investment Advisor
Lisa Randall, Office Manager, Client Service Representative
Marilyn Taylor, Client Service Representative
Lycia Duffey, Client Service Representative
Parker Vaughan, Client Service Representative
Heidi Vaughan, Bookkeeper
Since its founding in 1975, Financial Counseling, Inc. has been committed to serving clients and helping them achieve their financial goals through a strong and lasting relationship. The team at FCI has been serving clients and working together for close to 30 years, with our average client tenure being 15 years. President and Investment Adviser, Stevan Vaughan began working for FCI in 1993, before becoming sole owner of the firm in 2005, following the retirement of his father Arvin Vaughan, who was the founder of FCI. Our clients can be confident that as a firm we will always do what is in the client's best interest.
What We Do.
Financial Counseling, Inc. offers fee-only comprehensive and diversified financial services to a wide range of individual and corporate clients. For more than 40 years FCI has been providing financial plans that are client-driven and client-focused.
Our goal
Partnership
Our hope is to work with each and every client to help them understand the process of managing their assets. We understand that the world of finance can be complicated; we want to ensure that you, the client, understand how we plan to help you accomplish your goals and accommodate your needs.
What to expect
Fee-Only & Fiduciary
We are a fee-only firm, which means that we do not sell or receive compensation from any services or products that we may recommend. This allows us to fully embody our role as a fiduciary, which legally binds us to act solely in the best interest of the client.
What we offer
Our Services
Investment Planning
Asset Management
Asset Allocation
Retirement Planning
Estate Planning
Tax Planning
Education Planning
Large Purchase Planning
New Business Planning
Charitable Giving
Business Succession Planning
Budget Planning
Contact us about
setting up an appointment -
it's free!
582 North Main Street
Springboro, OH 45066
937-748-8710
