Broker Check

531 East Market Street, Celina, OH 45822-1823

mhc@moormanharting.com

Who We Serve

We Meet You Where You Are To Build Confidence For The Future

For decades, we have guided individuals, families, and businesses across West Central Ohio with well-rounded, integrated service. Our team meets you where you are, then provides the support and solutions you need to prepare for transitions and reach your goals with confidence.

Individuals & Families
Free Up Time To Focus More On What Matters

Managing everyday finances and long-term plans can feel overwhelming. We provide comprehensive financial guidance so you can focus on what matters most: your family, your work, and your future.

Pre-Retirees & Retirees
Enjoy Your Lifestyle For Years To Come

As you prepare for or enjoy retirement, it’s important to have clarity. Our advisors combine retirement income strategies, tax-aware planning, and personalized investment management to help you transition smoothly and live well in the years ahead.

Business Owners
Build A Solid Foundation For Success

From agriculture to construction to local enterprises, business owners trust us to navigate the financial challenges of their company at every stage. We help you make confident decisions today while preparing your business and your family for tomorrow.

Medical Professionals
Navigate Financial Care With Confidence

Doctors, dentists, and healthcare providers need unique financial care. We design strategies to align with your busy career and complicated circumstances so you can focus on caring for others while we take care of your financial well-being.

People Also Ask

Here are some answers to some of the most common questions we’ve heard from prospective clients.

  • We integrate tax, accounting, payroll, and wealth services under one roof, offering clarity and continuity for every part of your financial life. Plus, our multigenerational, collaborative team helps ensure you have a dedicated partner for the long term.

  • No. We serve clients across a wide range of financial situations, from those just starting to build wealth to those with multi-million-dollar portfolios.

  • Yes. Many clients come to us for IRA and 401(k) rollovers, and we guide them through the process with tax-smart strategies.

  • Because we combine accounting and wealth management experience, we can see the big picture and help you avoid fragmented advice.

  • With a collaborative, multigenerational team, you’ll always have access to knowledgeable professionals who can step in and continue guiding you.

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Our Approach

We evaluate all of your financial concerns, then seamlessly integrate our solutions to address them.

How We Help

Our Process

We take structured steps forward so you always have a clear picture of where you are and what’s next. 

Discover The Steps

Contact Us

Accounting, tax, and financial services can help you live well and leave a legacy. Reach out to find out how.

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