Focused on growth, preservation, protection, taxation, and transition of family wealth;I believe an aspect of a full life is the recognition of the resources we're given, and the result is a created responsibility of stewardship of those resources. I am passionate about helping families and business owners be successful in this effort.I'm a numbers guy and relational thinker. As a former owner of a tax focused accounting firm, I carry that knowledge and experience with me as I work with clients now in the broader and deeper areas of financial planning. My client’s interests are at the core of what I do, and I take the time to understand those I work with, their vision for what’s to come and the why behind it. Hamilton Capital is a Registered Investment Advisor and works in a fee-only fiduciary capacity, meaning our payment for services is directly by our clients and we’re required by law to provide the advice that is best for their specific situation. We are transparent; our motivation is to grow with the people serve. We directly manage more than 2.8 billion in assets for clients primarily in Central Ohio and extending nationwide. More specifically, we work in the following areas:• Investment Management• Cash Flow Planning & Optimization• Tax Efficiency• Risk Management• Family Estate & Business Succession Planning• Business PlanningI'm a positive guy who loves helping people. When I'm not working with clients and friends’ finances, I enjoy a round of golf, snow skiing, and time with my family on our farm in Central Ohio. I’ve also completed multiple marathons, Ironman 70.3 races, and am an avid road and mountain biker. I'm a Columbus-raised Buckeye and can be found on campus many Fall Saturdays. I always appreciate the opportunity to meet new people. Feel free to contact me.kdc@hamiltoncapital.com614-596-2904 phone
Listed skills include Financial Planning, Tax, Coaching, Accounting, and 28 others.
