Miami Valley Portfolio Management

Yes. The firm explicitly states it acts as a fiduciary on its website and operates solely on a fee-only basis, declining commission-based compensation. That structure eliminates the conflict of interest that arises when an advisor can be compensated by product providers. A regional firm maintaining fee-only status for over six decades is uncommon.

The firm's public materials reference retirement planning, wealth transfer, and long-term investment vehicles — language typical of a traditional liquid-securities practice. There is no mention of private equity, venture capital, direct real estate equity, or hedge fund allocations. The absence of such disclosure, combined with a small team and retail fiduciary model, makes alternative-asset activity unlikely at scale.