Dedicated to Helping Clients Plan For Retirement by Envisioning, Designing and Constructing a strong financial foundation. 

Who We Are 

Joe Duffey  is located in Fort 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.

Joseph Duffey, founder of Everest Financial, is passionate about helping clients invest wisely and seeks to share with them ways to help 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 them with confidence in their financial and retirement planning.