Managing Partner, Wealth Advisor, Registered Principal
Bio
Michael D. Napier, Vice President, Wealth Advisor, helps clients in crafting detailed financial plans and coordinating investment strategies. As a Certified Financial Planner (CFP®) and a Fiduciary, his focus is to assist individuals and families with all aspects of their financial future. Mike is passionate about building relationships that go beyond achieving financial goals. He focuses on helping clients feel less stressed about the process, more positive about their progress and more certain of their financial future.
Areas of Expertise
Retirement Income Planning
Social Security Strategies
Investment Management
Taxation & Estate Planning
Community
- Brighton Center – Finance Committee Member
- Julie Learning Center - Board Chair
- Northern Kentucky Chamber - Board of Advisors
- Cincinnati Estate Planning Council – Member