Jessup Wealth Management

Aaron Cramer is a CFP® with six years of industry experience, currently serving at Jessup Wealth Management since 2018. He previously worked at Commonwealth Financial Network and has a background that includes time at Miami University. Outside of his financial advisory role, Aaron is also a musician. Jessup Wealth Management serves retail and high-net-worth individuals, pension and charitable clients, and other organizations, offering financial planning, retirement-plan consulting, and discretionary asset management. The firm employs model portfolios managed on a discretionary basis and utilizes a combination of fundamental, quantitative, technical, and asset-allocation investment approaches.

John Mc Grath is a financial advisor at Jessup Wealth Management in Dayton, OH, holding a Series 65 credential with one year of industry experience. Prior to joining Jessup Wealth Management, he worked at New Albany Country Club and has experience in educational and nonprofit settings, including Franciscan University of Steubenville and the Apostolate for Family Consecration. Jessup Wealth Management provides financial planning, retirement-plan consulting, and discretionary asset-management services to retail and high-net-worth individuals as well as pension and charitable clients. The firm uses a model portfolio approach supported by a mix of analytic methods and offers access to a broad range of investments.

Nicholas Whitaker is a financial advisor at Jessup Wealth Management in Dayton, OH, holding a Series 65 designation with four years of industry experience. He previously worked at Commonwealth Financial Network and held roles at IHS Markit and Ipreo. Jessup Wealth Management provides financial planning, retirement-plan consulting, and discretionary asset-management services to retail and high-net-worth individuals, as well as pension and charitable clients. The firm manages individualized portfolios primarily through discretionary model portfolios, employing a combination of fundamental, quantitative, technical, and asset-allocation strategies.

Mark McEvily is a financial advisor at Jessup Wealth Management in Dayton, OH, with 10 years of industry experience. He holds the Series 66 designation and has worked at Jessup Wealth Management since 2015, following prior roles at Commonwealth Financial Network and Flyer Enterprises. Outside of his advisory duties, he serves as Board Member and Secretary of the Dayton Country Club. Jessup Wealth Management provides financial planning, retirement-plan consulting, and discretionary asset-management services to retail and high-net-worth individuals, as well as pension, charitable clients, and other organizations. The firm utilizes model portfolios managed on a discretionary basis, employing a mix of fundamental, quantitative, technical, and asset-allocation approaches.

Benjamin Mathile is a financial advisor at Jessup Wealth Management in Dayton, OH, holding a Series 65 credential. He has been with Jessup Wealth Management since 2023 and has prior experience working at the University of Dayton and ABF Freight. Jessup Wealth Management provides financial planning, retirement-plan consulting, and discretionary asset-management services to retail and high-net-worth individuals, pension and charitable clients, and other organizations. The firm uses model portfolios managed on a discretionary basis, combining fundamental, quantitative, technical, and asset-allocation approaches.

Taylor Ledbetter is a financial advisor with Jessup Wealth Management in Dayton, OH, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Commonwealth Financial Network and Riegel Financial, as well as positions outside the financial sector at Wright State University and Sinclair Community College. Jessup Wealth Management provides financial planning, retirement-plan consulting, and discretionary asset-management services to retail and high-net-worth individuals, pension and charitable clients, and other organizations. The firm manages individualized portfolios primarily through model portfolios using a mix of fundamental, quantitative, technical, and asset-allocation methods.

Matthew Jessup is a financial advisor at Jessup Wealth Management in Dayton, OH, with 21 years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network and Jessup Wealth Management since 2012. Outside of his advisory role, he serves as treasurer for the Dayton Rotary Foundation. Jessup Wealth Management offers financial planning, retirement-plan consulting, and discretionary asset-management services to individuals, pension and charitable clients, and other organizations. The firm manages model portfolios using a combination of fundamental, quantitative, technical, and asset-allocation methods, providing access to a broad range of investments.