Disbennett Wealth Management Group

Disbennett Wealth Management Group Wealth Management, Financial and Estate Planning, Tax Planning and Insurance Cambridge and Disbennett Wealth Management Group are not affiliated.

Disbennett Wealth Management Group, located in Carroll, Ohio, provides independent and unbiased comprehensive Financial Planning Services. We realize that every client is unique, and we customize our planning around each clients individual goals, objectives, and needs. We provide our clients with assistance in any and all aspects of their financial lives. Whether your financial endeavors are relat

ively simple or extremely complex, Disbennett Wealth Management Group can develop a strategy that is best suited for you. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings m...
08/25/2026

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings may need to go further than you initially expected. This also means your financial strategy should be built to support an extended retirement. Swipe to learn more.

If you have questions about your retirement strategy or want to ensure your plan is built for the long term, contact us today. We are here to help.

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by stron...
08/20/2026

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by strong friendships. This month, we are sharing a story about five friends whose bond has proven that no matter how much life changes, some connections only grow stronger with time.

Since 1982, John Wardlaw, Mark Rumer-Cleary, Dallas Burney, John Molony, and JD Dickson have been returning to the same cabin on Copco Lake in California to recreate the same photo. The same five friends, the same spot, every five years.

What started as a spontaneous snapshot taken when they were 19 has become a four-decade tradition that neither distance nor time has been able to interrupt. This story serves as a beautiful reminder that strong friendships are built around showing up for one another, year after year, no matter what life brings.

Read the full story here:
https://www.goodnewsnetwork.org/5-friends-take-same-photo-for-over-4-decades/

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus f...
08/18/2026

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus fiction can make a meaningful difference in how you prepare for the future. Swipe through for a few retirement myths and the realities behind them.

If you have questions about your retirement strategy or want to explore your options, contact us today. Our team is here to help you build a plan designed for your future.

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-...
08/11/2026

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-term financial stability for your family. If leaving a lasting legacy is one of your goals, there are a few fundamental steps to consider. Swipe to learn more.

Building generational wealth takes time, consistency, and thoughtful planning, and you do not have to navigate it alone. Contact us today to start creating a personalized strategy designed for your family’s future.

August has a way of reminding us that change is already on its way. Summer is not quite over, but the days are already h...
08/06/2026

August has a way of reminding us that change is already on its way. Summer is not quite over, but the days are already hinting at something new — earlier sunsets, a slight cool in the morning, and a quiet sense that a fresh season is just around the corner.

It can be tempting to hold on to what is familiar and comfortable, but this month is a gentle nudge to look forward instead. This is the moment to channel something new: a goal, a habit, or a mindset shift that moves you toward the next chapter with intention.

As we move through August, what is one thing you are ready to build or step into? Feel free to share it in the comments. We would love to hear what you are looking forward to.

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most ef...
08/04/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.

When it comes to retirement income, balance is key. The goal is not only to enjoy the lifestyle you have worked hard for...
07/28/2026

When it comes to retirement income, balance is key. The goal is not only to enjoy the lifestyle you have worked hard for but also to ensure your financial strategy can withstand changing market conditions over time. Swipe through to learn more about guardrails and flexible income strategies in retirement.

Retirement income planning is not one-size-fits-all. Flexibility can play a key role in helping your plan stay on track. Call us today if you would like to review your current strategy or explore your options.

07/24/2026

🚶‍♀️👟 We're Walking Our Way to Wellness! 👟🚶‍♂️

The team at Disbennett Wealth Management is taking on a fun wellness challenge!

Our goal is simple: every team member aims for 6,000 steps each day (that's 42,000 steps each week). If our entire team reaches the goal, we've earned the opportunity to leave one hour early on Fridays! 🎉

It's all about encouraging healthier habits, supporting one another, and having a little fun along the way.

💙 We'd love your help!

Help keep us motivated by sharing your own daily step counts or photos from your walks in the comments below. Whether it's your smartwatch, fitness app, a scenic walking trail, or your favorite walking buddy, we'd love to see them!

Your encouragement will help keep us accountable—and who knows, you might even inspire someone else to get moving too.
Here's to healthier habits, one step at a time! 👣

A successful retirement plan is not just about how much you have saved. It is also about how you structure your income a...
07/21/2026

A successful retirement plan is not just about how much you have saved. It is also about how you structure your income and expenses. Understanding the difference between essential and discretionary spending can help create a more resilient and adaptable financial strategy. Swipe through to learn more.

By organizing your spending, you can better protect what matters most while maintaining the ability to adjust as needed. If you would like guidance on structuring your retirement income plan, call us to learn more.

Cash reserves, funds set aside for unexpected expenses or short-term needs, can play an important role in an overall fin...
07/16/2026

Cash reserves, funds set aside for unexpected expenses or short-term needs, can play an important role in an overall financial strategy, especially when it comes to preparing for the unexpected. Swipe through for a closer look at what they are and why they may matter.

If you would like help evaluating whether your cash reserve strategy fits your overall financial picture, give us a call. We are happy to help.

Address

4660 Old Columbus Road NW
Carroll, OH
43112

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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