Ohio financial planning leader earns repeat recognition
Kiwanis Club of Lancaster serves up thousands of pancakes at festival
The Kiwanis Club of Lancaster had its annual Pancake Festival on Dec. 6, 2025, at Lancaster High School
CARROLL — Disbennett Wealth Management Group has been named the 2025 Best in Ohio Business for Financial Planning Firm by Ohio Business Magazine.
This marks the second consecutive year the Carroll-based firm has received the recognition, according to a community announcement.
“We are deeply grateful to be recognized again as Ohio’s Best Financial Planning Firm,” Chad Disbennett, founder and CEO of Disbennett Wealth Management Group, said in the announcement. “Receiving this honor two years in a row is a testament to the dedication of our team and the trust our clients place in us. Our mission remains the same: to bring clarity, confidence, and personalized strategy to each client’s financial future.”
Financial decision-making is becoming more challenging
A 2024 Spectrum Group analysis found that the number of U.S. households with $500,000 or more in investable assets continues to grow, with many facing concerns such as market volatility, increasing longevity, rising healthcare costs and shifting tax laws. Additionally, a 2024 Schwab survey found that nearly half of affluent retirees are concerned about maintaining their desired lifestyle in retirement, while more than one-third worry about outliving their savings.
Disbennett developed the Wealth With Clarity Process, a proprietary planning approach designed to help successful individuals protect, preserve and grow their wealth. The process provides clients with personalized retirement income plans, risk management strategies and tax-efficient portfolio design, according to the announcement.
The firm continues to expand its library of client resources through the Wealth With Clarity Process, offering tools and educational materials to help individuals make informed financial decisions. For more information, visit WealthWithClarity.com.
This story was created by Jane Imbody, [email protected], with the assistance of Artificial Intelligence (AI). Journalists were involved in every step of the information gathering, review, editing and publishing process. Learn more at cm.usatoday.com/ethical-conduct/.
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