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 DECEMBER 2023

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.

Experience That Breeds Confidence and Trust

With decades of experience working with families, we know that establishing trust means showing reliability, transparency, empathy, and utmost respect for your needs and preferences.

 

The Windsor Network

We leverage our long-standing network to offer our clients access to valuable resources, expertise and distinctive investment opportunities. We recognize that valuable ideas can come from outside our firm. That’s why we are continually expanding our network to enhance our offerings to better serve our clients.

Access to Unique Investment Opportunities

We curate personalized investment portfolios that may not be readily available through traditional brokerage or advisory channels.

Driven by Values

Our team’s decisions are always guided by integrity and responsibility. We are intensely focused on the best interests of our clients, helping them navigate decisions by giving them objective and unbiased advice.

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.