Evan Maney, Financial Advisor located in Mason, OH

Financial Advisor
Evan Maney

CFP®, AAMS®
5378 Cox Smith Rd Suite C, Mason, OH 45040opens in a new window
New Client Waitlist
Serving clients with $750,000
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Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • Aerospace Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Jennifer Keezer
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(513) 229-0919

Fax

(877) 837-9828

Office Address

5378 Cox Smith Rd Suite C
Mason, OH 45040opens in a new window

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