Also known as kovalcik and geraghty wealth
Kovalcik & Geraghty Wealth Partners LLP is a fee-only registered investment adviser with offices in Upper Arlington, Ohio, and Bluffton, South Carolina. It was founded in 2005 and reports about $299 million in assets under management. It provides goals-based financial planning and investment management to families across the country. As a fee-only planner, it states that it is compensated only for its advice. The firm is a member of the National Association of Personal Financial Advisors, an organization for fee-only fiduciary planners, and describes working in collaboration with clients' other advisors on a personalized plan.
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Kovalcik & Geraghty Wealth Partners is a wealth manager based in Upper Arlington, United States, managing approximately $299M in assets.
Kovalcik & Geraghty Wealth Partners is headquartered in Upper Arlington, United States.
Kovalcik & Geraghty Wealth Partners manages approximately $299M in assets under management.
Kovalcik & Geraghty Wealth Partners was founded in 2005.
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