W3 Financial Group is a full-service accounting and wealth management firm serving individuals, families, and businesses. The firm brings accounting and financial planning together, helping clients address current business needs while preparing for long-term goals. Its team includes Certified Public Accountants and Certified Financial Planner professionals, and the firm has provided accounting and advisory services since 1980. W3 says it has helped clients prepare for retirement since 2001.

Accounting services include tax planning and preparation, bookkeeping, accounting and audits, business valuations, retirement planning, and business consulting. For individuals and business owners, wealth management offerings include financial planning, investment management, business services, risk management, life insurance, and estate and legacy planning. W3 describes its approach as a strategic, ongoing process, beginning with an understanding of each client’s circumstances and goals, followed by analysis, customized recommendations, implementation, and continuing service.

The firm serves clients through locations in Ohio, Virginia, and Kentucky. W3 Financial Group’s stated mission is to make clients’ visions for success its own, with a focus on coordinated advice and clear communication.