Services + Solutions
Get Financial Clarity
You’re smart. But when it comes to managing money, you don’t know what you don’t know. We take a look at all aspects of your financial life to make sure every move you make with money is a smart one.
Make (and Follow) Your Plan
To get where you really want to go with money, you have to start where you are, use what you have and do what you can to stay on your path toward success. We can help you find your way financially, every step of the way.
Get Excited About Money
When you’ve got a plan for your money and stick to it, the momentum snowballs as your smart money moves pay off. You’re on your way to an abundant future most people only get to dream about.
Ready to INVEST IN YOUR FUTURE?
Here’s what we can do together.
Schedule a session with an investment pro (no commitment!)
Dig deep into your financial situation and plan your next steps (and beyond)
Stay educated, empowered and excited about your financial future
President, Bingman Associates, Inc. and Investments for You, Inc.
MBA, CPA, CGMA
Marysville and Worthington, Ohio
Founded the company in 1991
Meet Max—your go-to money advisor. He is committed to helping people and families with both taxes and investment strategies—something few financial professionals are willing to do. He leverages four decades of lessons learned and successes gained to help you feel informed, empowered and excited about your financial future. With Max’s trusted team of tax and investment professionals in your corner, you’ll have the financial insight, support and strategies you need now and into the future
"A good person leaves an inheritance for their children’s children, but a sinner’s wealth is stored up for the righteous." —Proverbs 13:22
Compliance Officer and Registered Representative
Joined in 2002
Meet Damon—the brains behind the operation. As compliance officer, Damon blends his experience as a lawyer with an affinity for math and numbers and a heart for people. When he’s not keeping an eye on the markets for you, he’s dotting i’s and crossing t’s to ensure the Bingman family business continues to grow, thrive and serve you well. Damon enjoys traveling, hunting, golf, Jiu Jitsu, gaming, auto racing and sports—and he loves to spend time with family, especially his nieces and nephews.
Registered Investment Representative
Joined in 2003
Meet Greg—your total-picture financial advisor. His diverse professional background in finance and entrepreneurial spirit make Greg a natural choice for people and families looking to be better stewards of their financial futures. Retirement planning, investments, accounting—he does it all. Passionate about faith and family, Greg enjoys spending time with his wife and three grown daughters and joyfully gives his time, talent and treasure at Orville Christian Church and Kingsway Christian School
Registered Investment Representative
Joined in 1999
Meet Aaron—your personal guide to financial freedom. . With more than 30 years of experience helping people and families achieve their financial goals, Aaron is passionate about building lifelong relationships with clients just like you. A Holmes County native and son of a local farmer, he stays active with clients, community, and family. Aaron can show you the path to financial independence and living out your dreams in retirement by leveraging Dave Ramsey’s financial principles and giving you the personal attention you deserve.
Joined in 2000
Meet Keith — teacher and trusted advisor. No matter the market, no matter your circumstances, he’s here for you. For more than 40 years, he’s been educating, coaching and helping people
like you achieve their money goals and plan for an abundant retirement. He knows first-hand how to build a life you really want — his passions include traveling, cycling, grandkids’ sports activities and serving at church. Working together with his son Matt, Keith builds true relationships with families and businesses that transcend generations with hope for the future.
Licensed Investment Representative
Joined in 2000
Meet Matt—your happy-life-in-retirement expert. . He leans on his master’s-level education and 20+ year career in finance to help you learn and make smart money moves as you plan for retirement. Matt takes time to get to know you before developing a personalized portfolio designed to meet your needs. With today’s interests and tomorrow’s goals in mind, he helps you get confident and excited about your financial future. Serving clients in northern Ohio with his father Keith, Matt keeps faith, family and fitness as top priorities and stays passionate about Cleveland Indians baseball and Ohio State Buckeye football.
Joined in 2008
Meet Dennis—your sustainable growth specialist. Sure, he has a passion for protecting assets and growing investments, but he lives to serve and help you make smart investment and insurance moves now and into the future. A nature and agriculture enthusiast, Dennis knows what you sow today will bring in a harvest for tomorrow—and he’s committed to keeping you educated and empowered about your family’s financial future.
Meet Jack—a mentor who keeps you protected. With more than 50 years of experience in insurance and finance, Jack knows perhaps better than anyone else how to help you plan for the future and protect what you care about most. Impressive credentials and lifetime achievement awards aside, Jack believes your success is his success—which is why he’s been a leader in the industry for so long. Jack gives back like none other, serving in key volunteer financial roles at Columbus nonprofit and faith-based organizations large and small. Jack enjoys spending time with his wife, three grown children and nine grandchildren.
Joined in 2000
Meet Susan—the one with all the answers. When it comes to serving clients like you? Susan has a can-do attitude, always ready to solve tough problems and offer flexible solutions to help you achieve your personal and financial goals. With more than 20 years with the firm, Susan supports day-to-day operations in the Marysville office and digs deep to ensure clients stay smart and save time. When she’s not leveraging her tries 6 licensure to help you make smart money moves, Susan is traveling and spending quality time with the people she loves most.
Bay City, Michigan
Joined in 2017
Meet Christa—the first smiling face you see at our Marysville home office. As admin extraordinaire, she leans on her customer service experience in the financial industry to help you and your family stay informed, empowered and excited about money matters. Whether you need a quick answer or want to schedule a meet + greet with one of her associates, Christa has you covered. When she’s not making your life easier in the office? She’s enjoying hers—spending time with family and grandkids.
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