Our Firm

We are an independent, fee-based advisory firm. We help our clients build and preserve their wealth. At Ken Byers & Associates, we assist business owners, their families, advisors and high net worth individuals by providing comprehensive wealth transfer, business planning, retirement planning and investment services.

Our process involves gathering facts, making observations and recommendations and then taking action. We listen to our clients' needs, hopes and dreams and design a customized strategy. We go beyond the typical financial planning process by offering leading-edge investment ideas and wealth transfer planning techniques thereby delivering solutions to our clients that help them plan for retirement and may protect against an early death or disability. We serve as value-added buyers of services including investments, insurance and related financial products.




Ken Byers & Associates is licensed to do business in the following states: LIFE-Indiana, Florida, Kentucky, Michigan and Ohio; ADVISORY = Ohio; SECURITIES-Connecticut, Florida, Illinois, Indiana, Kentucky, Maine and Ohio. Securities offered through and Registered Representatives of ValMark Securities, Inc., Member FINRA & SIPC.