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Disbennett Wealth Management Group Earns Top Recognition Again

On December 5, 2025, Disbennett Wealth Management Group, a preeminent financial planning firm focusing on retirement strategies and wealth management, received the distinguished title of Best in Ohio Business - Financial Planning Firm from Ohio Business Magazine for the second consecutive year. This accolade underscores the firm’s commitment to delivering exceptional financial services to individuals, families, and retirees who navigate the increasingly complex financial landscape.

Chad Disbennett, the founder and CEO of the firm, expressed gratitude for the honor, stating, "Being recognized once more as the leading financial planning firm in Ohio is immensely rewarding. This recognition reflects not just our hard work, but also the trust that our clients bestow upon us. We strive to bring clarity, confidence, and personalized strategies to every client’s financial journey."

In recent years, as the number of Americans approaching retirement grows, making informed financial decisions has become more challenging. A 2024 analysis by the Spectrum Group revealed an increase in U.S. households with $500,000 or more in investable assets. Many of these households face considerable planning issues, such as market fluctuations, rising longevity, healthcare expenses, and evolving tax regulations affecting retirement income and wealth transfer.

Moreover, a survey conducted by Schwab in 2024 indicated that nearly half of affluent retirees worry about maintaining their standard of living during retirement, and over one-third are concerned about exhausting their savings. Issues surrounding tax-efficient estate planning and generational wealth have also contributed to this uncertainty.

To assist clients in overcoming these hurdles, Chad Disbennett has introduced the Wealth With Clarity Process, a proprietary planning methodology that aids successful clients in protecting, preserving, and enhancing their wealth. This comprehensive approach provides personalized retirement income plans, strategies for risk management, and tax-efficient portfolio design, all designed to foster long-term financial stability.

Disbennett Wealth Management Group is currently expanding its resources tailored to clients through the Wealth With Clarity Process. These resources include educational materials and tools that empower clients to make well-informed and confident financial decisions. For further information and access to exclusive resources, visit WealthWithClarity.com.

About Disbennett Wealth Management Group

Founded by Chad Disbennett, this firm specializes in retirement income planning, tax strategies, and portfolio design for successful individuals and families. Disbennett Wealth Management Group is devoted to providing clients with financial clarity and peace of mind through personalized, long-term strategies tailored specifically to their unique needs.

Sources

• - U.S. Census Bureau, "The Graying of America More Older Adults Than Kids by 2035."
• - Insured Retirement Institute, "Boomer Expectations for Retirement 2024."
• - Schwab Retirement Study, "Affluent Retiree Sentiment and Planning Priorities 2024."
• - The recognition as the 2025 Best Financial Planning Firm is based on reader polls conducted by Ohio Business Magazine, with results issued on November 14, 2025. This honor is not influenced by investment performance.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services are provided through Cambridge Investment Research Advisors, Inc., a registered investment adviser. Cambridge and Disbennett Wealth Management Group are independent entities.