Kovalcik & Geraghty Wealth Partners Employee Directory

Financial ServicesOhio, United States2-10 Employees

Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser that offers comprehensive financial planning and investment management tailored to executives and high-net-worth families across the United States. The firm emphasizes goals-based planning with a focus on wealth accrual and protection, as well as helping clients preserve values and legacy for future generations. Based in Upper Arlington, Ohio, with an additional presence in Palmetto Bluff, South Carolina, the practice positions itself within the financial services industry as a fee-only advisor affiliated with the National Association of Personal Financial Advisors, which endorses objective planning free from commission-based product sales. The company serves a specialized client segment seeking objective guidance and independent advice for wealth management, using a structure that aligns compensation with advice rather than product sales.

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