Our Story

 

In 1961, the Fike family’s entrance into the Financial Services world started with founder, Ron Fike.

In 1961, the Fike family’s entrance into the Financial Services world started with founder, Ron Fike. After graduating from Ashland University, Ron began teaching school and driving bus. He quickly discovered that he was passionate about starting and running his own business. In 1961, he began selling life insurance in the evenings and teaching during the day. Then in 1965, he took a major risk and quit teaching to sell life insurance full time! He did not know then, but this risk was something that has had a major impact on the lives of many families and future generations to come. As the 1990s came with major inflows to the investment world, the Fikes decided to follow suit. While Ron focused on life insurance as his main priority, Brad took a special liking to working with financial planning and investments. Specifically, Brad liked to help people retire early.

In 2000, Ron’s daughter Karen joined the firm as the office manager. Once again, adding family to the equation. As the early 2000’s progressed, so did the Fikes.

In 2009, Brad found a new direction for the business. Instead of dealing with the potential bias of selling commission based investments, Fike Advisors became a Registered Investment Advisor. This meant changing all investments to fee based, bringing the clients goal for growth inline with our goals.

With the new designation of fiduciary, meaning we legally must give advice in the best interest of the client, Fike Advisors was set to move forward and help clients navigate retirement for many years.

In 2014, Taylor Fike, Brad’s son, graduated from the University of Cincinnati. He immediately joined the family business as an advisor and began learning how to help clients Retire ASAP! With a 3rd generation, Fike Advisors began reaching a broader group of individuals, especially millennials.

Fike Advisors is a family business and, just like most families, is ever growing and transforming. While the strategies and the processes may change, the Fike Family’s mission to help clients find the freedom to spend their time on the things they love in retirement will stay the same.