Expert Financial Investment Services in Dayton
Trusted financial solutions for businesses and individuals in the Dayton area
About ELMWOOD PARK INVESTMENT
Serving Dayton and surrounding areas, we're a trusted financial investment firm committed to quality, reliability, and exceptional client experiences.
- Licensed & certified financial advisors
- Years of financial experience
- Locally owned and operated in Dayton
Specializing in comprehensive financial investment services, our team brings decades of combined experience to every portfolio. We pride ourselves on strategic solutions and meticulous attention to financial details.
View Our ServicesWhy Dayton Chooses ELMWOOD PARK INVESTMENT
From consultation to portfolio management, we deliver reliable financial services with proven results.
01 What financial services do you offer?
We provide a wide range of investment and financial services tailored to meet the needs of businesses and individuals in our community.
02 Do you serve both businesses and individuals?
Yes, we work with both corporate clients and individual investors throughout Dayton and surrounding areas.
03 What areas do you serve?
We primarily serve Dayton and nearby Ohio communities including Kettering, Beavercreek, and Centerville.
Our Financial Services
Comprehensive investment solutions for businesses and individuals
Our Investment Process
How we deliver exceptional financial services
Financial Assessment
Understanding your financial goals and investment requirements.
Investment Strategy
Creating customized financial solutions for your portfolio.
Portfolio Management
Professional execution with ongoing performance monitoring.
Client Testimonials
What Dayton residents and businesses say about our financial services
James R.
Investor, Dayton
ELMWOOD PARK INVESTMENT provided exceptional financial guidance when we needed it most. Their professionalism and attention to detail made all the difference!
Sarah M.
Business Owner, Dayton
Our business has benefited tremendously from ELMWOOD PARK INVESTMENT's financial services. They understand local market needs and deliver every time.
Michael T.
Local Resident, Kettering
I've used ELMWOOD PARK INVESTMENT for multiple financial needs over the years. Their team is reliable, knowledgeable, and truly cares about client success.
Our Financial Team
Meet the experts behind ELMWOOD PARK INVESTMENT
Robert Johnson
Founder & Lead Financial Advisor20+ years experience serving the Dayton community with financial expertise and dedication
Maria Rodriguez
Senior Investment SpecialistSpecializes in portfolio management with deep knowledge of market trends and investment strategies
Tom Wilson
Financial Operations ManagerEnsures all financial services meet our high standards for compliance and client satisfaction
Lisa Chen
Client Relations CoordinatorYour point of contact for account management and financial service coordination
Financial Services FAQs
Common questions about our investment services
What is your investment approach?
We employ a disciplined, research-driven investment approach tailored to each client's risk tolerance and financial goals.
What are your investment fees?
Our fee structure is transparent and based on assets under management. We provide detailed breakdowns during our consultation.
Are my investments insured?
We work with reputable custodians that provide SIPC insurance coverage for client assets.
What areas do you serve?
We primarily serve Dayton and surrounding Ohio communities including Kettering, Beavercreek, and Centerville.
How often will I receive portfolio updates?
We provide quarterly performance reports and are available for regular review meetings based on your preferences.