# Rik Saylor Financial

Rik Saylor Financial is a Bank / Wealth / Trust based in Fairfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fairfield, United States
- **Region:** North America
- **Address:** 1241 Nilles Road, Fairfield, OH 45014, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** riksaylorfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/riksaylorfinancial

## Regulatory record

- **CRD number:** 165484
- **SEC file number:** 801-121784
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165484

## About

Rik Saylor Financial was founded in 2012 as a registered wealth management firm headquartered in Fairfield, Ohio. Its client base spans business owners, professionals, and families across the Cincinnati–Dayton corridor. The firm cites a team history dating to the 1980s, with multi-generational client relationships referenced in testimonials—including a family client since 2007 that predates the firm's formal founding and a business-owner client who joined in 2013 after his father's experience with the practice. The firm organizes its offering around what it calls "Core 4 Solutions": financial strategy and execution, tax optimization, asset protection via insurance analysis, and legacy and estate planning. Advisors guide clients on 401(k) plan design, large asset purchases, annuity timing decisions, and coordination with CPAs and other professionals. Geographic coverage is centered on three offices—Fairfield, Cincinnati Rookwood, and Beavercreek—with the Beavercreek location serving the Dayton market. Rik Saylor Financial does not disclose AUM, headcount, or a named executive team beyond advisor Nate Parker, who appears in client testimonials reviewing annuity terms. Operations remain non-institutional: no private funds, no direct- or co-investment activity publicly reported, and no disclosed third-party manager relationships. The practice operates as a flat advisory shop, not a multi-family office or a pooled investment vehicle. Structurally, the firm differs from a conventional RIA aggregator or a corporate benefits consultant: it runs as a lean, three-location practice focused on tax-aware planning for established local families and business owners. Its self-described posture pairs investment management with hourly or by-appointment planning engagements, without the wrap-fee or subscription-pricing model that has reshaped much of the independent wealth channel.

## Sectors

- Estate Planning
- Tax Optimization
- Wealth Management
- Insurance

## Offices

- 3825 Edwards Road, Cincinnati, OH 45209
- 70 Birch Alley Suite 240, Beavercreek, OH 45440

## People

- Nate Parker — Advisor

## Questions

### Who makes investment decisions at Rik Saylor Financial?

The firm has not disclosed a CIO or investment committee. Advisor Nate Parker is the only named professional referenced in the firm's public materials, specifically in a client testimonial describing a detailed annuity review. No other decision-makers, portfolio managers, or external sub-advisors are identified.

### What is the geographic focus of Rik Saylor Financial?

The firm maintains three offices in Ohio: its main location in Fairfield, a Rookwood office in Cincinnati, and a Beavercreek office near Dayton. Client testimonials and office locations confirm the practice is concentrated in the southwestern Ohio region, serving families and business owners across the Cincinnati–Dayton corridor.

## Related profiles

- [Rijn Capital](https://altss.com/profile/rijn-capital)
- [Riley Private Client](https://altss.com/profile/riley-private-client)

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Last updated: 2026-06-03T20:00:00.000Z

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