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Dedicated to Helping Clients Preserve Their Wealth and Plan For Retirement

Our Approach

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions. Joe continues to educate himself and recently has become a Member of Ed Slott's Elite IRA Advisor GroupSM



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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Who We Are 

Joe Duffey, a Member of Ed Slott's Elite IRA Advisor GroupSM is 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 and Georgia.

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Educational Opportunities 

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.

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Where do you want your financial roadmap to take you?

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.

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