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Why Windsor

Our Solutions

Our People

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OUR DIFFERENTIATORS

We provide comprehensive expertise and undivided attention.

OUR SOLUTIONS
OUR DIFFERENTIATORS

Focus

We work with ultra-high net worth individuals and families, so complexity is our specialty.

OUR DIFFERENTIATORS

Horsepower

Our carefully assembled team has comprehensive expertise.

OUR DIFFERENTIATORS

Integrity

We are a fiduciary and do not sell products or accept incentives.

OUR DIFFERENTIATORS

Transparency

100% of our revenue comes from advisory fees clearly reported to clients.

OUR DIFFERENTIATORS

Confidentiality

We share information only when necessary. We never sell it.

OUR DIFFERENTIATORS

Commitment

We take care of clients’ money like it’s our own.

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 expertise
is unmatched.

Windsor’s highly collaborative team of advisors and trusted network of resources apply decades of experience to provide strategy development, planning, and oversight of your full financial picture.

Meet Our Team

22

WINDSOR
EMPLOYEES

~$2.9B

ASSETS UNDER
MANAGEMENT

AS OF DECEMBER 2025

We’re built different.

Most people’s old financial approach works—until it doesn’t. We’re uniquely equipped to carry you forward and simplify your life along the way.

Windsor Advisory Group:
Two decades of disciplined growth.

2002

Windsor founded by Trey Dye

Windsor opens at a Downtown Columbus office with 3 team members, 5 clients, and ~$18M assets under management.

2007

Windsor thoughtfully expands

The firm grows to 4 team members, more than a dozen clients, and ~$276M assets under management.

2012

Jon Eesley joins as partner

Windsor expands to an Arena District office with 6 team members and ~$333 assets under management.

2017

John Mozola becomes a partner

Windsor grows to 10 team members and ~$1B assets under management.

2022

Clayton Hall becomes a partner

Windsor builds 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. Established in 2002, we are solely owned by four local partners in Columbus who actively lead our business. We invest only in our clients’ best interests, and we will not trade our integrity for anything.

Let’s start the conversation.

Our plans are bespoke. Our team is unmatched.
And our relationships last generations for a reason.

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