Top Financial Advisors in Dayton, OH for Business Owners & Families

Recognition

We're Driven To Succeed As a Team and As Your Partner in Family Wealth Management

Over the years, The FWP Group has received recognition and accolades that attest to our success both internally, among the clients we serve and within our community. We are beyond grateful to our clients and to Baird for all our team’s support and recognition.

2025 & 2026 FORBES | SHOOK RESEARCH Best-in-State Wealth Management Team award

This recognition is awarded to Financial Advisor Teams who demonstrate commitment in providing clients with the highest level of service.

The Group's commitment to Baird's client-first philosophy, teamwork, and service helped to earn this recognition.

The FWP Group, Family Wealth Advisors is composed of the following members: Travis King, John Bradley, Brian Rathbun, Anthony Schock, and Patrick Beyerle.

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of 3/31/25; and 2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24.

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Forbes Best-In-State

The Forbes Best-In-State Wealth Advisors list spotlights more than 5,000 advisors around the country.

Forbes/SHOOK Research recognized John Bradley on their list of Best-in-State Wealth Advisors in 2026, 2025, 2024, 2023, 2022, and 2021.

Forbes/SHOOK Research recognized Travis King on their list of Best-in-State Wealth Advisors in 2026, 2025, 2024, and 2023.

_{*Ranking based on data from Ranking published in April based on data from June 30th in the previous year.}

Dayton Forty Under 40

Forty Under 40 honors the Dayton region's brightest young business, political and community leaders. These individuals go beyond the norm in their career, as well as in the community.

Dayton Business Journal recognizes Patrick Beyerle as a Forty Under 40 winner in 2020.

Dayton Business Journal recognizes Travis W. King as a Forty Under 40 winner in 2002.

Dayton Magazine "Best of Dayton"

The best of Dayton annual award is a community vote to identify professionals, business and retail services that are nominated and voted on by the residents of the Miami Valley.

Dayton Magazine lists Travis W. King as a Best of Dayton finalist in 2020.