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Move Forward With Your Finances
Sure, we’ve all got money questions. But if you’re like most people, instead of asking those questions, crunching the numbers and making a custom plan of action, you stay stuck or give up—failing to build the financial future you really want. That stops now.
Your investment strategy should be as unique as you are, and you deserve to work with a trusted representative who believes that.
“We know the questions to ask and the steps to take to help you and your family build the life you really want, now and into the future.”
Max Bingman, President
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.
Need help navigating your taxes, too? We’ve got you covered.
Our accounting pros can take taxes off your plate.
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
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
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.
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Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success.