Mt. Hope Open House was a success!

Mt. Hope Open House was a success!

We only needed to dodge a few raindrops, but no amount of precipitation could have dampened our spirits as the Pleasant Wealth staff hosted clients and friends at our new Holmes county base of operations in Mt. Hope on August 18th. We gladly welcomed many familiar...

Celebrate our new location in Mt. Hope!

We’ve moved our Berlin office to our newly constructed location in Mt. Hope! Join us for a Grand Opening Celebration Wednesday, August 18th, 11:00am-4:00pm Tour the office and receive tickets to enjoy a complimentary lunch (and ice cream!) from Yoder Family Veal...
Sneak Peek: See What We’re Up to in Mount Hope

Sneak Peek: See What We’re Up to in Mount Hope

For a few years, we’ve been dreaming of independent space in Mount Hope.  It aligns with our vision of providing independent & sound advice through Pleasant Financial Conversations. This week we’re in the process of moving from Berlin location to Mount Hope. So...
Is it time for a Pleasant Financial Conversation?

Is it time for a Pleasant Financial Conversation?

At Pleasant Wealth, we love client conversations about big financial goals. Since money is a central part of planning ahead, it’s at the heart of the big-picture client conversations we relish.   But there’s no sugar-coating it: the nuts and bolts of...