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The NGFN

  

What is The NGFN? 

We are your full-service financial concierge.

Our goal is to build a world-class network of financial-related advisors to assist our clients (business and personal ) in all aspects of their financial life under one umbrella.  With our ever-growing network, we can assist or connect our clients with the best resources to grow and achieve their financial goals. 
 

Our list of services includes  accounting, tax and audit; business consulting; payroll services;  wealth advisory and investment management; succession and estate  planning.

Our firm was established in 1954 in Lancaster Ohio and has grown to include 8 Network offices in 4 states on the East coast and 3 Specialty Service groups who provide world-class financial services to our clients.


The NGFN Network Offices and Specialty Services include:


Network Offices

Astorg & Jones CPAs – Parkersburg, West Virginia

Fry & Company CPAs – Greenville, Ohio

Gray Callison & Jones CPA, PC- Winston-Salem, North Carolina

Jones & Company CPAs – Lancaster Office, Lancaster Ohio

MWWR (Murray Wells Wendeln & Robinson CPAs, Piqua, Ohio

Switzer, Roy & Jones CPAs - Dublin, Ohio


Specialty Services

CPA to Doctors – Specializing is servicing dentist, doctors and veterinarians

Max R Services Payroll – Payroll services

The NGFN is ready to assist you and your business with all things financial.  

Contact us to learn more.


The NGFN is client driven

The NGFN believes in actively listening to our clients and providing solutions that are tailored to their personal needs.  We are committed to providing innovative ideas and forward-looking solutions to our clients. Our local experts work collaboratively to serve our clients, and  utilize the vast resources of our broader network to provide the most comprehensive service possible, as our client’s needs evolve.  

The NGFN is Growing


The NGFN has grown by adding to our corporate network, highly respected local financial businesses. As our clients financial needs grow, NGFN grows strategically and continues to add more offices and services to our nation-wide network. We believe this is essential for our current and future client’s continued financial success. We are actively engaged in finding partner acquisitions to grow with us to enhance our expert offerings to our clients.  

The NGFN Leadership Team

Jeffrey Jones, CPA

Anthony De Santis, CPA

Jeffrey Jones, CPA

Partner

The NGFN CEO & Visionary

CFO

Ben Simmons, CPA

Anthony De Santis, CPA

Jeffrey Jones, CPA

Partner

The NGFN Director of

Technology

Anthony De Santis, CPA

Anthony De Santis, CPA

Anthony De Santis, CPA

Partner

The NGFN Director of

Team Management

Bill Cochran, CPA

Shawn Higginbotham, CFP®

Anthony De Santis, CPA

Partner

The NGFN Director of  

Audits

Shawn Higginbotham, CFP®

Shawn Higginbotham, CFP®

Shawn Higginbotham, CFP®

The NGFN Director of

Financial Advising

* Note: a separate entity. 

Kathy Kern Ross, MEd

Shawn Higginbotham, CFP®

Shawn Higginbotham, CFP®

The NGFN Director of

Marketing & Special Projects

Janette Shelley

Janette Shelley

Janette Shelley

The NGFN Director of

Administration

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