Kovalcik & Geraghty Wealth Partners

Kovalcik & Geraghty Wealth Partners

Kovalcik & Geraghty Wealth Partners launched in 2005 as a registered investment adviser in Upper Arlington, a Columbus, Ohio suburb. Founders John Kovalcik and Michael Geraghty structured the firm to serve individuals, high-net-worth clients, and donor-advised funds, signaling a practice built around tax-sensitive wealth management and charitable planning alongside traditional portfolio construction. The firm's service model covers portfolio management, financial planning, and investment management. Public disclosures indicate the book includes individual clients and donor-advised fund accounts, which typically require coordination with sponsoring organizations and carry distinct tax-compliance burdens. The client mix points to a generalist advisory posture rather than sector or strategy specialization. The geographic footprint centers on Central Ohio, with no public evidence of additional offices. Team size and total assets under management are not publicly disclosed. As of the latest regulatory filings, Kovalcik & Geraghty operates from a single location in Upper Arlington. No affiliated foundation, adjacent operating business, or co-investment network is publicly visible. Kovalcik & Geraghty's structure as a two-founder RIA without disclosed institutional backing or private equity ownership represents a classic independent advisory model. The inclusion of donor-advised fund advisory work differentiates the practice from peers that focus exclusively on standard household portfolios. Succession planning and service continuity risk are relevant structural questions given the apparent reliance on the two named principals.