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Dedicated to Helping Clients Preserve Their Wealth and Plan For Retirement

Located in Ft Mitchell, Kentucky, Everest Financial Inc. is an independent wealth management and retirement planning firm serving individuals and small business owners in the local Cincinnati tri-state area, including Ohio, Kentucky, and Indiana, as well as Arizona, Florida, and Georgia.

Joseph Duffey, founder of Everest Financial, is passionate about helping clients invest wisely and seeks to share with them ways to protect and preserve their wealth. From the first meeting with clients, Joe puts the client’s goals first, learning about their dreams and how they wish to spend their retirement. With a positive attitude, Joe is dedicated to working with his clients as a team in hopes of providing his clients confidence in their financial and retirement planning.

With more than 25 years of experience in the financial industry, Everest Financial has worked with a number of individuals and small business owners from a variety of backgrounds, including construction, non-profit, education, banking, and retired military. As an independent firm utilizing state-of-the-art technology, Everest Financial aims to provide clients with advice and retirement services that may fit their unique needs.

Helpful Content

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Purchasing homeowners insurance is critical for protecting your home.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how much of your Social Security benefit may be considered taxable.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Using smart management to get more of what you want and free up assets to invest.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Learn more about taxes, tax-favored investing, and tax strategies.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Cycle of Investing

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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When should you take your Social Security benefit?

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