Just as medical professionals dedicate their lives to improving patients’ physical health, I am dedicated to helping a wide array of medical professionals and well-educated professionals optimize their financial health, whether they are well-established or are a beginning resident

Client Testimonial

I have been a client with Paul since meeting him while in residency in 2014. Since that time, he has helped me to better understand the importance of financial planning and preparing for the future. Paul listens to my goals and evaluates my unique financial situation, in order to help me to navigate the complexities of money management. He offers tailored advice, creating a clear and actionable plan that aligns with my future aspirations. He provides peace of mind by offering strategic insights, minimizing risks, and ensuring my financial decisions are well informed. Paul and I have a relationship built on trust and transparency and I believe he truly wants to help me succeed.

E R, Client | Emergency Medicine Physician

Client Testimonial

I just want to express how grateful and thankful I am for Paul Hensley's guidance and knowledge to help me maneuver through the financial journey the past seven years. After my husband's death, I had many puzzle pieces to bring together and Paul has helped me streamline my path and continues to educate me about opportunities. I would recommend him to anyone out there wherever you are in your financial journey. Many thanks!

A S, Client | 50 years of age

Client Testimonial

Paul has served as my financial advisor for 10+ years. During that time, we've been able to put a solid plan in place to prepare for my retirement. I first met Paul while attending The Ohio State University together as students. It helped that I knew him prior to engaging in a professional relationship because I trusted him and knew his character, values and morals. Paul is an avid professional, knowledgeable, personable and takes the time to get to know his clients and their families. I absolutely recommend Paul and feel comfortable about my financial picture because of his overall guidance.

C M, Client | HR Executive Leader

Client Testimonial

I would highly recommend Paul Hensley to speak with other individuals who are considering investing their monies with an investment firm. The moment I met Paul he explained in great detail about the various opportunities his company offered. Paul also inquired about what my goals and objectives were for the future. What I liked most about Paul is that he was not aggressive in his approach and was very professional. After 10 (or possibly more) conversations, I was comfortable letting Paul invest my money. Paul really looks out for his clients.

C T, Client | 61 years of age
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.