Advisors at this firm
Daniel L
CFP®, Series 63
Worthington, OH
Worthington Wealth Management
Daniel Lamacchia is a CFP® with 41 years of industry experience. He has worked at Worthington Wealth Management since 2021 and previously spent nine years at Benjamin F. Edwards & Co. Worthington Wealth Management serves individuals, corporations, and retirement plans, offering tailored investment advisory services to both high-net-worth and non-HNW clients. The firm employs asset allocation, dollar-cost averaging, and technical analysis to develop investment strategies, managing most client assets on a discretionary basis.
Henry R
Series 63, Series 65
Worthington, OH
Worthington Wealth Management
Henry Richter is a financial advisor at Worthington Wealth Management with 54 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Benjamin F. Edwards & Co. before joining Worthington Wealth Management in 2021. Worthington Wealth Management provides investment advisory services to individuals, corporations, and retirement plans, serving both high-net-worth and non-HNW clients. The firm offers discretionary and non-discretionary managed accounts, investment strategy development, and retirement plan rollover guidance, utilizing a tailored approach that includes asset allocation, dollar-cost averaging, and technical analysis.
Anthony L
Series 65, Series 66
Worthington, OH
Worthington Wealth Management
Anthony La Macchia is a financial advisor at Worthington Wealth Management with Series 65 and Series 66 credentials and three years of industry experience. Before joining Worthington Wealth Management in 2022, he worked in landscaping and held roles at Hillsdale College and Worthington Schools. Worthington Wealth Management provides investment advisory services to individuals, corporations, and retirement plans, serving both high-net-worth and non-HNW clients. The firm uses a diversified investment approach with an emphasis on preserving long-term purchasing power and offers discretionary and non-discretionary managed accounts.