A personalized approach to managing wealth

Kovalcik & Geraghty Wealth Partners is a Fee-Only Registered Investment Advisor with offices in Upper Arlington, OH and Bluffton, South Carolina. We provide comprehensive, goals-based financial planning and investment management advice to families across the country. As a fee-only planner, we are only compensated for the unbiased advice we provide. KGWP is a member of The National Association of Personal Financial Advisors (NAPFA), an organization exclusively for fee-only, fiduciary financial planners.

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie