Correction: W3 Financial Group is not merging with financial firm Focus on Success as previously stated.
W3 Financial Group, an Akron, Ohio-based wealth management firm, is entering the Northern Kentucky market.
W3 announced it would open an office in Fort Mitchell, led by financial planner Mark Miller. In a news release, W3 said the move is intended to expand integrated financial services in the region by combining wealth management and accounting services while maintaining local advisory relationships.
“What drew us to W3 is their unwavering commitment to putting clients first and their team-based approach to delivering exceptional care,” Miller said in the release. “With their emphasis on consistent communication, proactive service, and client-first values, this partnership is a natural fit for us—both in philosophy and in purpose.”
Besides Fort Mitchell, W3 Financial Group operates offices in Akron, Westlake, and Columbus, Ohio and Ashburn, Virginia.
W3 Financial Group is a second-generation, independent financial services firm offering financial planning, wealth management, and accounting services through W3 Wealth Management and W3 Global Accounting.