Evan Smith

Evan Smith

Chartered Financial Consultant

Evan's mission is to work alongside his clients to help achieve and protect their financial goals. He has a passion for helping individuals, families and small business owners simplify the complexities of financial services.

Professional Services

  • Retirement Planning & Investments
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Tax Favored Strategies*
  • Estate Organization**
  • Business Insurance Planning

Education

  • Kent State University
    • Bachelor of Business Management
  • The American College
    • Chartered Life Underwriter (CLU)
    • Chartered Financial Consultant (ChFC)
  • FINRA Licensing, Series 6
  • FINRA Licensing, Series 63

Civic and Charitable Affiliations

  • United Way
  • Habitat for Humanity
  • Tender Mercies

Family
Evan, his wife Caitlin and their two sons, Graham and Owen, reside in Mason.

Hobbies
Evan loves spending time with his family & friends and attempting to stay in shape by playing a variety of sports. He also enjoys being actively involved in United Way, Habitat for Humanity and Tender Mercies.

Securities offered through The O.N. Equity Sales  Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794.  Investment Advisory services offered through O.N. Investment Management Company.

* Tax and/or legal advice is not offered by Evan Smith. (consult your tax professional for additional guidance regarding tax-related matters.)

** Estate planning services provided in conjunction with your licensed legal advisor.

Phone 513-794-5063
Fax 513-794-1096