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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

BMC CPAs – New Smyrna Beach,  Florida

CJNW CPAs – Gulf to Bay Blvd. Office , Clearwater, Florida

Fry & Company CPAs – Greenville, Ohio

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

Jones & Company CPAs – Lancaster Office, Lancaster Ohio

Jones & Company CPAs- Worthington Office has now merged with SRJ in Dublin

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

JK Jones Financial Network – Wealth advisory and financial planning

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

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Jeffrey Jones, CPA

Stephen Brown, Esquire

Jeffrey Jones, CPA

Partner

The NGFN CEO & Visionary

CFO

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Robert Marsh, CPA

Stephen Brown, Esquire

Jeffrey Jones, CPA

The NGFN COO & Integrator

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Stephen Brown, Esquire

Stephen Brown, Esquire

Stephen Brown, Esquire

The NGFN In-House Counsel

Team Management

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Anthony De Santis, CPA

Anthony De Santis, CPA

Stephen Brown, Esquire

Partner

The NGFN Director of

Team Management

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Ben Simmons, CPA

Anthony De Santis, CPA

Kathy Kern Ross, MEd

The NGFN Director of

Technology

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Kathy Kern Ross, MEd

Anthony De Santis, CPA

Kathy Kern Ross, MEd

The NGFN Director of

Marketing & Special Projects

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Heather Denney

Janette Shelley

Janette Shelley

The NGFN Co-Director of

Administration

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Janette Shelley

Janette Shelley

Janette Shelley

The NGFN Co-Director of

Administration

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Jeff Jones, CPA

Janette Shelley

Bill Cochran, CPA

The NGFN Director of  

Acquisitions

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Bill Cochran, CPA

Shawn Higginbotham, CFP®

Bill Cochran, CPA

The NGFN Director of  

Audits

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Rodney Oda, CPA

Shawn Higginbotham, CFP®

Shawn Higginbotham, CFP®

The NGFN Director of

Accounting & Tax

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Shawn Higginbotham, CFP®

Shawn Higginbotham, CFP®

Shawn Higginbotham, CFP®

The NGFN Director of

Financial Advising

* Note: a separate entity. 

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