Starting with Edward Jones in 1980, I moved to this community to help serve serious, long-term investors in south-central Ohio. Being only one of 12 offices in Ohio at the time, a great deal of time initially was spent on educating possible clients as to who we were and what we were hoping to help them accomplish.
Joining a local church and local organizations, I got involved in helping folks plan for college expenses and retirement, as well as how to pass assets on to the next generation. Forty years later, I have forged many relationships that span two, three and even four generations.
Married to a "local girl", we reside in northern Ross County on a property that has been in her family since 1834. We have two adopted daughters (both much, much cuter than their father) who are currently homeschooled by their mom.
I have a passion for diversity and inclusion, and bring years of insight and perspective to the advice I share with clients. It is more than "what did the market do today"; it is about helping you follow your dreams and goals in a manner that allows you to cope with the challenges of change, economic fluctuations and sensational headlines.
I hope I can help you with the goals and aspirations that you have for you, your parents, your children and grandchildren. It all starts with a conversation - so let's begin.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Business Retirement Plans
- College Savings
My Personal Interests
- History and Museums
Phone NumberCharles H Pockras at (740) 477-1653
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