ESTABLISHED IN 2002
A family office experience that provides comprehensive expertise with undivided attention.
A DYNAMIC TEAM
Uncommon expertise.
We’ve assembled a team, built for the long-term that possesses decades of experience and expertise across all wealth management disciplines.
A PERSONALIZED EXPERIENCE
Unlimited access to clear and honest guidance.
Our collaborative, client-centered approach focuses on establishing meaningful connections that go beyond just daily transactions. It’s how we’ve forged many lasting multi-generational relationships with our clients.
tailored solutions
No two clients are alike.
We don’t believe in a “one-size-fits-all” approach to investing and asset management. We take the time to understand each client’s situation and create a customized strategy.
COMPREHENSIVE EXPERTISE
Uncommon expertise.
We’ve assembled a team, built for the long-term, and that possesses decades of experience and expertise across all wealth management disciplines.
A PERSONALIZED EXPERIENCE
Unlimited access to clear and honest guidance.
Our collaborative, client-centered approach focuses on establishing meaningful connections that go beyond just daily transactions. It’s how we’ve forged many lasting multi-generational partnerships with our clients.
tailored solutions
No two clients are alike.
We don’t believe in a “one-size-fits-all” approach to investing and asset management. We take the time to understand each client’s situation and create a customized strategy.
How we do it
Our people are
the difference.
It is through the collective experiences, perspectives and expertise that we truly define and distinguish ourselves. Together, we work to build strong relationships with our clients and the community.
AS OF SEPTEMBER 2024
WINDSOR FAMILY OFFICE SERVICES
Windsor Advisory Group is an investment advisory firm providing family office services to highly successful individuals, their families and family offices.
20 years of Windsor.
2002
Founded by Trey Dye at 21 W Broad St. in Columbus, OH
He began with 3 team members, 5 clients and ~$18M AUM.
2007
20 clients
Now with 4 team members and ~$276M AUM.
2012
Jon Eesley joins as partner
We moved to a larger space at 300 Marconi Blvd. with 6 team members, 35 clients and ~$333M AUM.
2017
~$1B AUM
John Mozola became a partner
We grew to 10 team members and 65 clients.
2022
Clayton Hall became a partner
We built a new office at Quarry Trails with 18 team members, 108 clients and ~$1.9B AUM.
20 Years of Windsor.
2002
Founded by Trey Dye at 21 W Broad St. in Columbus, OH
He began with 3 team members, 5 clients, ~$18M AUM.
2007
20 clients
Now with 4 team members and ~$276M AUM.
2012
Jon Eesley joins as partner
We moved to a larger space at 300 Marconi Blvd with 6 team members, 35 clients and ~$333M AUM.
2017
$1B AUM
John Mozola became a partner
We grew to 10 Team Members and 65 Client Relationships.
2022
Clayton Hall became a partner
We built a new office at Quarry Trails with 18 team members, 108 clients, ~$1.9 AUM.
Why we do it
We genuinely care about our clients and their legacies.
Windsor is a fee-only, independent advisor that is driven by values, not incentives. We are solely owned by four local partners in Columbus who actively lead our business. We invest only in our client’s best interests and we will not trade our integrity for anything.
Let’s start the conversation.
Together we can begin achieving greater clarity and confidence in your financial picture.