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.

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