Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Financial Planning for Small Business
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Charitable Giving Strategies
  • Christian Financial Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Intergenerational Planning

Awards & recognition

  • PVA Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Brian Austin, Barron's Top 1,500 Financial Advisors, 2026
  • Brian Austin, Barron's Top 1,200 Financial Advisors, 2021-2025
  • Brian Austin, Forbes Best-in-State Wealth Advisors, 2022-2026
  • Adam Gemmer, Five Star Wealth Manager, 2019-2025
  • Brian Austin, Five Star Wealth Manager, 2020, 2022-2025
  • Brian Austin, Ameriprise Circle of Success, 2020-2025
  • Brian Austin, Ameriprise Circle of Success Chairman's Advisory Council, 2024
  • Anthony Gerardot, AdvisorHub Advisors to Watch (under $1Bil), 2024
  • Chuck Gemmer, Ameriprise Ultimate Digital Excellence Award, 2023-2024

Community participation

Volunteer with Habitat for Humanity

Team hosts annual volunteer day at Gleaners Food Bank

Team hosts annual volunteer day at Second Helpings

Volunteer at Circle City Relief