Kovalcik & Geraghty Wealth Partners Employee Directory

Q: What is Kovalcik & Geraghty Wealth Partners known for?

Kovalcik & Geraghty Wealth Partners was founded in 1998. Kovalcik & Geraghty Wealth Partners operates in the Financial Services industry.

Financial ServicesUnited States2-10 Employees

Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Palmetto Bluff, South Carolina.  We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide.  We focus on helping our clients accrue and protect  wealth while assisting them in their effort to pass their values and legacy on to future generations.  We are a member of The National Association of Personal Financial Advisors (NAPFA), which is an organization exclusively for fee-only financial planners.  NAPFA believes, as we do, that objective planning can only be accomplished when an adviser is compensated for providing advice, not selling commission based products.

Find Kovalcik & Geraghty Wealth Partners employees' phone numbers or email addresses

Kovalcik & Geraghty Wealth Partners Global Highlights

North America
9

United States Of America
9

Kovalcik & Geraghty Wealth Partners's Leadership

M. K.
President
Mobile Phone
Email
H. T.
Director Of Client Relations
Mobile Phone
Email
R. A.
Manager
Mobile Phone
Email
G. G.
Principal
Mobile Phone
Email

Contact profiles from Kovalcik & Geraghty Wealth Partners

Name

Title

Contact Info

Location

Last Update

M. K.
President
Mobile Phone
Email
United StatesSouth Carolina
Aug 12, 2025
H. T.
Director Of Client Relations
Mobile Phone
Email
Oct 22, 2024
R. A.
Manager
Mobile Phone
Email
Oct 22, 2024
G. G.
Principal
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Kovalcik & Geraghty Wealth Partners known for?

Kovalcik & Geraghty Wealth Partners was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 2074 Arlington Ave, Upper Arlington, Ohio 43221, US; you can contact the main corporate office by phone at

+1-707-360-****

. Explore Kovalcik & Geraghty Wealth Partners's company overview page for more information.

What is Kovalcik & Geraghty Wealth Partners's most common email format?

Kovalcik & Geraghty Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kovalcik & Geraghty Wealth Partners email formats with LeadIQ.

How many employees does Kovalcik & Geraghty Wealth Partners have currently?

Kovalcik & Geraghty Wealth Partners has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Kovalcik & Geraghty Wealth Partners's key employees and leadership?

As of December 2025, Kovalcik & Geraghty Wealth Partners's key employees include:

President: M. K.
Director Of Client Relations: H. T.
Manager: R. A.
Principal: G. G.

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