The Clarus Group
Your vision is our mission.
Our approach to serving you begins with understanding more about you than just your finances. The financial “life” plan we create together not only gives us that understanding but also becomes a road map to move you closer to your dreams and goals.
How We Work
As part of this discovery process, we coordinate with your legal and tax counsel to insure an integrated plan. Implementing those goals through our proven investment approach is often the next step. Finally, we monitor the progress of your plan and investments and meet with you on a regular basis. Our unique, holistic approach brings together your money and life goals, creating clarity and peace of mind.
Greg, Evan, Lori
,
CFP, is a skilled and imaginative advisor in the areas of life planning and managed investments.
is a talented financial planner who focuses on holistic, comprehensive financial planning.
Contact Us
Whether you are a valued client or new to investing or wealth management, we invite you to contact our office. Our regular office hours are 8:30 - 5:00 Monday to Friday except holidays.
Address
The Clarus Group, LLC
8150 Corporate Park Drive
Suite 205
Cincinnati, OH 45242
Tel 513-469-2050
Fax 513-469-2051
Greg Busch
Evan Bedel
Lori Smith
Map & Directions
From I-71 or points West take I-275 East, exit Montgomery Road, go straight across Montgomery onto Hetz, turn right into Corporate Park to 8150.
From the East, take I-275 West, exit Montgomery Road, turn left onto overpass, from the righthand lane turn right at Hetz, turn right into Corporate Park to 8150.