Welcome John F. Dickey and Co. to the 9258 Wealth Management family!

We are excited to announce that recently, our firms entered into a merger agreement which became effective september 30, 2019.

On January 1, 2019, we launched 9258 Tax Preparation and Planning. It was our objective to create a holistic environment where wealth management and tax planning and preparation for individuals and corporations would coexist to the benefit of our clients. We immediately saw impressive results for our clients. We have had a long relationship with the professionals at John F. Dickey and Co. In fact, Walt Lunsford was a client of John Dickey, CPA, then Mark Dickey, CPA, and Ron Evans, CPA since the mid 1970’s. During discussions with Ron and Mark, it became apparent that the merger of our companies would bring significant synergies to the clients of both firms. Both firms are known for their hard work, timely communication, and high quality of services, tailored to their respective clients’ needs. Each firm has multiple generations of families as clients as the result of their professionalism and high quality work.

As background, John F. Dickey began his career in 1953 after serving four years in the Korean War and working part time with a local CPA and law firm while attending the University of Cincinnati. Upon graduating from college in 1956, John continued his association with this firm. In 1970, John acquired the CPA firm and founded the John F. Dickey and Co. Certified Public Accountants. The office was initially located in the Mercantile Library building in downtown Cincinnati. In 1978, John’s son Mark graduated from Miami University and joined his father’s practice. They quickly outgrew the small office in Cincinnati and moved to Fairfield, where they have been practicing since. In 1997, John sold the practice to Mark and his business partner, Ron Evans.

John F. Dickey and Company will continue to operate out of the same office located at 1251 Nilles Road, Unit 19, Fairfield, Ohio 45014. The professional staff remains intact with Ron Evans, CPA serving as the Executive Vice President, Director-Tax Services, and Mark Dickey, CPA, serving as the Executive Vice President, Tax Manager. Mary “Liz” Griffin, Stacy Fox, and Christopher Dickey serve as staff accountants, and Jennifer Bragg serves as an accountant and bookkeeper. Jessica Widman serves as the office manager.

We are very excited about the strength that this merger brings to both firms and look forward to demonstrating the value added to our respective clients and friends.

The John F. Dickey & Co. Tax Preparation and Planning Team