Advisor at Safe Harbor Wealth Management, LLC
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Firm
Safe Harbor Wealth Management, LLC
Location
Beavercreek, OH 45431
Credentials
Series 65
Industry experience
< 1 year
Kevin Bish is a financial advisor at Safe Harbor Wealth Management, LLC in Dublin, Ohio, holding a Series 65 credential with one year of industry experience. He has served in the United States Air Force at the National Air & Space Intelligence Center since 1989, currently working as a Chief Engineer in military intelligence. Safe Harbor Wealth Management provides investment advice and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and small businesses. The firm manages approximately $25.7 million in client assets and primarily uses model portfolios and third-party money managers to implement client strategies.
Based on Safe Harbor Wealth Management, LLC
Based on Safe Harbor Wealth Management, LLC
Fixed fees for financial planning services up to $2,500 based on complexity and client needs
$0+: 1.80% annually (Strategic Portfolios total fee) $0+: 1.70% annually (Tactical Portfolios total fee) $0+: 1.60% annually (Allocation & Defined Outcome Portfolios total fee) $0+: 1.00% annually (Preservation Portfolios total fee) $0+: 1.50% annually (Private Wealth Portfolios total fee) $0+: $300 flat fee annually (Client Directed Accounts)
4031 Colonel Glenn Hwy, Suite 122
Beavercreek, OH 45431
Ohio
Safe Harbor Retirement Group, LLC
2025 - Present (1 year)
Safe Harbor Wealth Management, LLC
2025 - Present (1 year)
United States Air Force, National Air & Space Intelligence Cente
1989 - Present (37 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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What About Us Financial
MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services. What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success. MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.) MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.
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