Personalized financial guidance in Lancaster, Ohio and across the country

At Bespoke Wealth Advisory Group, we take a comprehensive approach to financial planning, focused on understanding your goals, priorities, and evolving needs. Every recommendation is shaped around your situation, so your strategy reflects what matters most to you.

Whether you’re based in Lancaster, Ohio or working with us remotely, our team is here to help you navigate important financial decisions with clarity.

Ready to take the next step? Let’s start a conversation about your financial goals.

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Team photo for Bespoke Wealth Advisory Group
Team photo for Bespoke Wealth Advisory Group

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Our advisors

Advisor photo for Brian Long

Brian Long

CEPA®, CPA, PFS

Private Wealth Advisor

Learn more about Brian Long Visit Brian Long's website
Advisor photo for Nate Wollenberg

Nate Wollenberg

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Nate Wollenberg Visit Nate Wollenberg's website
Advisor photo for John Cindia

John Cindia

PFS, CPA

Financial Advisor

Learn more about John Cindia Visit John Cindia's website


Our team

Daniel Geissel

Daniel Geissel

Administrative Assistant

Tama Taylor

Tama Taylor

Administrative Assistant

Sherri Jacobs

Sherri Jacobs

Administrative Assistant

Loretta Ward

Loretta Ward

Administrative Assistant