Our Strategy
At MVFP, our strategy begins with understanding what matters most to you. We build personalized plans grounded in financial principles and guided by your unique goals.
We regularly review and adjust your plan as life changes, ensuring it stays aligned and on track through clear, consistent guidance.
Address: 543 East Central Avenue, Miamisburg, Ohio 45342, United States
Phone: (937) 428-9204
Email: cole@mvfp.net
We follow a strict set of rules, designed to protect our investors’ accounts. Information on this website is for educational use only. Securities offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Advisory services offered through United Advisors Group. Silver Oak Securities and United Advisor Group are not affiliated.
United Advisor Group (UAG), d/b/a Miami Valley Financial Partners (Miami), offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Miami as of the date hereof, which are subject to change without notice at any time. Miami does not represent that any opinion or projection will be realized. Neither Miami nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract. Asset allocation and diversification do not guarantee a profit or protect against a loss. Investment products are not deposits, not FDIC/NCUA insured, not insured by any government agency and may lose value.
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