Columbus, OH Hutchinson Avenue logo

Columbus, OH Hutchinson Avenue Office

Team
Updated today
Signature Equity Partners, LLC logo

Signature Equity Partners, LLC

Multi-team

Firm-wide stats for Signature Equity Partners, LLC

Total advisors

34

Across 19 offices

Clients per advisor

50 Typical

Avg AUM per client

$400,989 Low

HNW client ratio

6% Low

About

Signature Equity Partners provides investment advisory and planning services to individuals (including high‑net‑worth clients), retirement plans, corporations and other entities. The firm offers portfolio management, financial planning, retirement‑plan consulting, and third‑party money manager selection across both discretionary and non‑discretionary engagements.

It delivers advice through a network of independent advisory affiliates whose underlying advisors are registered as Signature IARs and makes extensive use of the Vision2020 Wealth Management Platform (including advisor‑managed portfolios, SMAs, UMAs, GMPAs and SUMAs) while also offering independent portfolio management and TPMM monitoring. Portfolios are tailored to each client’s investor profile, monitored on an ongoing basis, and can include model portfolios and optional overlays such as tax management and socially responsible investing.

Noteworthy features include a multi‑team structure of 34 advisors operating under multiple trade names, a recent founding in 2023, and platform relationships with Vision2020/Osaic and Envestnet that support wrap‑fee options and overlay services. Many advisors are dually registered with a broker‑dealer and some are licensed to sell insurance through an affiliated insurance agency, arrangements that provide additional implementation options and are disclosed in the firm’s brochure.

Based on Signature Equity Partners, LLC

Expertise

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance

Based on Signature Equity Partners, LLC

Occupation focus

Executive Founder/Business Owner

Based on Signature Equity Partners, LLC

Location

445 Hutchinson Avenue, Suite 800

Columbus OH 43235

Advisors at this office

6

Advisors at this office

user avatar

Benjamin P

CFP®, Series 66

Columbus, OH

Signature Equity Partners, LLC

Benjamin Person is a CFP® with 16 years of industry experience and currently serves at Signature Equity Partners, LLC. His prior roles include positions at OSAIC Wealth, Inc., Golden Reserve, LLC, PNC Wealth Management, and Merrill. He is also involved in the sales and marketing of fixed annuities, life insurance, and investment advisory services through Signature Financial Group, LLC. Signature Equity Partners is a multi-team firm providing investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a network of independent advisory affiliates and uses platforms such as Vision2020 Wealth Management to offer customized portfolio management, financial planning, and third-party money manager selection.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Scott A

Series 63, Series 65

Columbus, OH

Signature Equity Partners, LLC

Scott Armstrong is a financial advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long tenures at Signator Investors, Inc. and Royal Alliance Associates, Inc. He serves on the boards of the Phi Delta Theta Company and the Archie Griffin Scholarship Fund, both nonprofit organizations. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure and delivers customized portfolio management and financial planning through a network of independent advisory affiliates using the Vision2020 Wealth Management Platform.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Anthony S

Series 63, Series 65

Columbus, OH

Signature Equity Partners, LLC

Anthony Shockley is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He previously worked at Signator Investors, Inc. for 33 years and has been with OSAIC Wealth, Inc. since 2018. He is also involved in the sales and marketing of fixed annuities, securities, and insurance products through Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm serves clients through a network of independent advisory affiliates and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management and advisory solutions.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Sean M

Series 63

Columbus, OH

Signature Equity Partners, LLC

Sean Milner is a financial advisor with Signature Equity Partners, LLC in Columbus, OH, holding a Series 63 designation and 33 years of industry experience. Prior to joining Signature Equity Partners in 2023, he worked at Signator Investors, Inc. for 26 years and has been associated with OSAIC since 2018. He serves as president of the Northland High School Alumni Foundation, a nonprofit focused on fundraising. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and delivers tailored portfolio management through the Vision2020 Wealth Management Platform and other independent services.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Clayton I

ChFC®, Series 66

Columbus, OH

Signature Equity Partners, LLC

Clayton Irwin is a ChFC® credentialed financial advisor with 15 years of industry experience. He is currently with Signature Equity Partners, LLC in Columbus, OH, and has previously worked at firms including LPL Financial, The Huntington Investment Company, JPMorgan Securities, and Nationwide Securities. Outside of his advisory role, he participates in consumer feedback and research studies. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities, offering tailored portfolio management and financial planning. The firm employs a multi-team structure and leverages platforms like Vision2020 Wealth Management to deliver customized investment solutions.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Jason M

Series 63, Series 66

Columbus, OH

Signature Equity Partners, LLC

Jason Myers is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His career includes roles at Signature Equity Partners, OSAIC Wealth, Sii, and Key Investment Services. Myers conducts investment and insurance business under Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates with a multi-team structure of 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management and comprehensive financial planning.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
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