About Us

Who We Are

Conveniently located in Dublin, OH, the team of Advanced Retirement Design has been proudly serving Central Ohio residents for over seven years. We are a personal wealth management firm that integrates all areas of financial analysis to assist our clients in managing the “Critical Financial Events” throughout their lifetime.

We focus on building relationships where our services add significant and substantial value. As such, our experience is that we are best suited for investors with portfolios of $250,000 or more.

Why Choose Advanced Retirement Design?

Simply put, we deliver superior tax and investment management in a relaxed and comfortable atmosphere. We share our clients strong family values and believe communication is the key to shared success.

Tax & Investment Management

Founding Principal, John R. Deitrick, specializes in building customized financial portfolios designed to service the unique needs of our diverse clientele, while at the same time delivering outstanding tax management.

We pay particular attention to the tax ramifications of our planning strategies. As a result, we can often deliver positive planning results that create tax-favored retirement income and often tax-free withdrawals out of qualified retirement plans like 401(k)s and IRAs.

We do not purport to provide advisory services, solicit, meet with or otherwise communicate with
clients in any state where the adviser is not registered or covered by an exemption from registration.