Our people are the difference.
Our team of professionals has comprehensive and pertinent expertise across all eight of our family office services, enabling us to provide holistic guidance tailored to your needs.
It is through the collective experiences, perspectives and expertise that we truly define and distinguish ourselves. Together, we are committed to providing exceptional service that builds strong relationships with our clients and the wider community.
We offer experienced guidance for every aspect of your complex financial life. We help our clients determine where they want to go, and then we show them our recommended best path to get there. This way, their wealth can be better defined, managed, and applied in ways that can be more fulfilling.
We leverage our long-standing network to offer our clients access to valuable resources, expertise and distinctive investment opportunities. We are continually expanding our network to enhance our offerings to better serve our clients.
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.
Harry (Trey) Dye, III, CPA*
Jonathon Eesley, CPA*
Clayton Hall, CIMA®
Jacob Chockran, CPA
Kyle Ellis, CPA
Carter Gerlach, CFP®, CAP®
Cory Hinaman, CFA
Matt McClimon, CPA
Team Support Specialist
Chief Compliance Officer
Join Windsor’s growing team.
Our employees are our most valued asset so we promote a culture of trust and respect that provides the support they need to excel. We offer competitive benefits and development opportunities that allow them to reach their full potential.
Let’s start the conversation.
Together we can begin achieving greater clarity and confidence in your financial picture.