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.

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term we...
06/17/2026

With June being National Homeownership Month, now is a great time to consider how homeownership can support long-term wealth and financial independence when it is aligned with your broader financial plan. Swipe for more information.

Our team helps evaluate how a home purchase fits alongside retirement savings, investment strategy, and cash-flow planning. If you are considering a purchase or refinance, we are here to help. Reach out for a consultation today.

June marks a natural checkpoint in the year, especially for business owners and entrepreneurs who start the year with bi...
06/15/2026

June marks a natural checkpoint in the year, especially for business owners and entrepreneurs who start the year with big goals and strong momentum.

By now, some plans may be moving forward, while others might still be waiting for the right time, the right resources, or the perfect strategy. Progress in business rarely begins with perfect conditions. More often, it starts with simply taking the next step with what is already available.

Whether you are building a new venture, growing your client base, refining your services, or pursuing a goal that has been sitting on your list since January, forward motion matters more than perfection.

As we move through the rest of the month, take a moment to reflect: What is one business goal or challenge you could move forward with today, even with imperfect conditions? Feel free to share it in the comments. We would love to hear what you’re pursuing in the second half of the year.

📢 Parking Lot ReminderOn Friday, June 12, our parking lot will be inaccessible while it is being resurfaced. Our office ...
06/12/2026

📢 Parking Lot Reminder

On Friday, June 12, our parking lot will be inaccessible while it is being resurfaced. Our office will remain open, and our team will be available during normal business hours.

If you have an appointment or need assistance that day, please give us a call. We will be happy to coordinate arrangements to ensure we can still serve you.

Thank you for your patience and understanding while we make these improvements!

📢 Parking Lot UpdateOn Friday, June 12, our parking lot will be inaccessible while it is being resurfaced. Our office wi...
06/03/2026

📢 Parking Lot Update

On Friday, June 12, our parking lot will be inaccessible while it is being resurfaced. Our office will remain open, and our team will be available during normal business hours.

If you have an appointment or need assistance that day, please give us a call. We will be happy to coordinate arrangements to ensure we can still serve you.

Thank you for your patience and understanding while we make these improvements!

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they mi...
06/02/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore if and how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor. Your tax...
05/21/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!Whether your graduat...
05/15/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calcula...
05/12/2026

This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calculating personal wealth? Swipe through this quiz to test your knowledge. You might even be surprised by what you learn!

If you have any specific questions or concerns about your financial picture, don’t hesitate to reach out. We’re here to be a resource for you.

05/01/2026

The office will be closing today at 2:30pm and will reopen on Monday morning. Have a wonderful weekend!

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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