Voya Financial Advisors - Cincinnati / Dayton Office

Voya Financial Advisors - Cincinnati / Dayton Office We assist people in numerous fields, including K-12 schools and higher education. (member SIPC).

We are a full-service financial advisor firm committed to helping people pursue their financial goals, including retirement, college savings and protection of assets. We have a great team of advisors that can help you:
Matthew Carter, CFP® , [email protected]
Kevin Evans, CRPC® , [email protected]
Zachary Carter, [email protected]
Glenn Alford, [email protected]

Investm

ent adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:
We are registered to sell Securities in CA,CO,CT,FL,GA,IL,IN,KY,MA,MI,MO,NC,ND,OH,OR,RI,VA,WV

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06/01/2026

Medicare is a federal health insurance program created in 1965 to help pay medical costs incurred by people over the age of 65, people with certain disabilities, and people with end-stage renal disease. Coverage consisted of two parts: Part A (hospital insurance) and Part B (medical insurance). Thes...

05/30/2026

An individual 401(k) plan is a profit-sharing plan combined with a regular 401(k) plan. A self-employed individual or small business owner who has no full-time employees (unless the full-time employee is the owner's spouse) can implement this type of plan.

05/25/2026

We look at changes made by the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, the American Taxpayer Relief Act of 2012, and the the One Big Beautiful Bill Act (OBBBA)of 2025.

05/23/2026

The federal income tax filing season started Monday, January 26, 2026.

05/16/2026

As a U.S. citizen living abroad, you face many of the same financial planning issues that citizens who live in the United States face. However, you may also be concerned that your citizenship status may have been jeopardized when you moved abroad, and you may wonder about the estate and income tax i...

05/12/2026

An excess benefit plan is a nonqualified deferred compensation (NQDC) plan that provides supplemental retirement income benefits to employees whose benefits under the employer's qualified retirement plan are limited by the application of Internal Revenue Code (IRC) Section 415. Put more simply, the....

05/09/2026

Nordic countries continue to lead the world in perceived happiness.

05/05/2026

Estate planning is complicated. It becomes even more complex if you're living abroad, particularly if you live in another country permanently but you retain your U.S. citizenship. You'll have to make sure that your estate passes according to your wishes, and you need to know something about your est...

04/28/2026

Medicare Part A is the portion of Medicare that is available premium free to all eligible individuals*. Medicare Part A provides services associated with hospital, hospice, skilled nursing care, and home health care.

04/27/2026

The latest issue of Market Month is available.

Address

10100 Innovation Drive, Suite 120
Miamisburg, OH
45342

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+15136515224

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