Broker Check


Jerry Butts

President & Wealth Advisor

(937) 429-1055

Jerry L. Butts is a Wealth Advisor with over 24 years experience in the financial industry working out of Beavercreek, Ohio.

Backed by over 2+ decades of experience, Jerry has brought sound advice for clients in both investment and retirement planning, by being an unbiased and completely independent wealth advisor.

Jerry has maintained an active role seeking to further his expertise in the investment & retirement planning field. He is certified a Certified Fund Specialist (CFS) (2010). His Educational background includes a Bachelors degree in Accounting (2002) from the University of Cincinnati. He has also completed the CFP Certification Professional Education Program from the College for Financial Planning (2014).

Jerry currently serves on the Board of Directors for the Beavercreek Chamber of Commerce. He has been awarded the Outstanding Business Person of the year from the Beavercreek Chamber (2018). Jerry has also been honored with the 2014, 2015, 2017 & 2018 Five Star Wealth Manager Award*, recognizing the area’s most outstanding wealth managers.

Jerry enjoys attending church with his family, and in his free time, enjoys playing basketball, going to Amusement parks, spending time with family and friends, and is an avid bowler.

*Click here to read the 2018 FIVE STAR WEALTH MANAGER DISCLOSURE