Antowoine Winters (CFP®, EA)

Antowoine Winters focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • Tax Planning

Planning Specialties

Antowoinee spent 10 years working for the Internal Revenue Service before starting his own financial planning firm in Kettering, Ohio.

A graduate of Wright State University with a B.S. in Financial planning and Accounting, Antowoine is a Certified Financial Planner certificant and is an Enrolled Agent. 

Antowoine focuses on helping individuals and small business owners navigate complicated financial waters by providing insight into benefits, retirement plans, and evaluating all aspects of their financial lives to make the best choices for themselves and their families.

When he isn't providing high-quality advice to our clients, he can be found with his wife Jamie and their two children, Alexander and Kenzie or playing in local ensembles on his bassoon..

Additional Information

Antowoine uses his IRS experience to help find meaningful and valuable to solutions planning problems.  He also excels in planning for people who fall into two categories:  The first group is those who work with multiple income streams as the nature of their career, specifically artists and freelancers.  With these clients, we help make sure nothing falls through the cracks and that everything comes and works together beautifully like a work of art.  The second group is composed of public sector employees.  With some financial advisory firms, these clients aren't valued because they don't have investable assets unless they've just retired.  I feel they need better advice because they don't have outside investable assets and sometimes little to no good information on how to make their inside assets and resources work best.

NAPFA Start Date

January 15, 2018


This Office

1201 East David Road, Suite 205 Kettering, OH 45429 Phone: (937) 368-7526