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Douglas M
Springboro, OH
Financial Counseling, Inc.
Douglas Moore is a financial advisor with Financial Counseling, Inc. in Springboro, Ohio. He holds 19 years of industry experience and has worked at Broker Dealer Financial Services since 2013 while being affiliated with Financial Counseling, Inc. since 2000. Moore dedicates significant time to portfolio research as part of his other business activities within the firm. Financial Counseling, Inc. serves primarily individual investors and a subset of high-net-worth clients, businesses, trusts, and charitable organizations. The firm provides fee-for-service financial planning and investment advisory services, utilizing both strategic long-term and tactical asset allocation approaches to manage approximately $100 million in client assets.
Parker V
CFP®
Springboro, OH
Financial Counseling, Inc.
Parker Vaughan is a CFP® professional with Financial Counseling, Inc. in Springboro, OH. He has been with the firm for six years and has prior experience working at several Wright State University departments and Clark State College. Outside of his advisory role, he is involved with the Cincinnati United Soccer Club. Financial Counseling, Inc. serves mostly individual investors, including some high-net-worth clients, businesses, trusts, and charitable organizations. The firm offers fee-for-service financial planning and discretionary portfolio management, employing both strategic and tactical asset allocation strategies.
Stevan V
Series 66
Springboro, OH
Financial Counseling, Inc.
Stevan Vaughan is a Series 66-credentialed financial advisor with 29 years of industry experience. He has been with Financial Counseling, Inc. since 1993 and previously worked at Broker Dealer Financial Services from 2013 to 2018. Outside of his advisory role, Vaughan serves as an elder and pastor of finance and stewardship at Clearcreek Chapel, a nonprofit organization. Financial Counseling, Inc. provides fee-based financial planning and investment advisory services to individual investors, businesses, trusts, and charitable organizations. The firm employs strategic and tactical asset allocation with model-driven portfolio management, serving a diverse client base that includes both everyday investors and high-net-worth individuals.
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