Business Details
27 Years
experience
Trusted Financial Advisers in Worthington, OH
21st Century Equity Advisors is a fee-based investment management firm built on trust, communication, and respect for clients. With over 45 years of professional experience, including 13 years as a practicing CPA and subsequent careers in commercial real estate and business appraisal, our founder established the firm in 1999 to relieve clients of financial stress through personalized portfolio management. We specialize in compounding strategies that generate cash returns via dividends and call-writing programs, reinvesting these returns to build long-term wealth. Our approach emphasizes bear-market avoidance, fundamental and technical stock analysis, and disciplined risk management through controlled equity position sizing.Clients benefit from transparent reporting via Fidelity Investments' platform, complemented by quarterly performance summaries and 24/7 account access. We serve individuals, retirement accounts, and institutional clients across Ohio and Florida, focusing on reversing underinvestment trends through superior return generation. Our expertise in income-oriented asset classes and market timing strategies positions us as trusted partners for clients seeking enhanced retirement lifestyles through disciplined financial planning.
Services
Portfolio Management
Retirement Planning
Financial Planning
Call-Writing Programs
Investment Strategies
Details
- Year established: 1999
Highlights and features
- We offer 45 years of combined investment management experience with proven compounding strategies
- Our fee-based model eliminates conflicts of interest by avoiding product commissions
- We implement proprietary call-writing programs to generate consistent cash returns
- Our quarterly performance reporting provides unparalleled transparency and accountability
- We specialize in retirement portfolio optimization through dividend-focused strategies
Services
Portfolio Management
Our portfolio management service constructs customized equity portfolios emphasizing dividend income and call-writing strategies. We implement disciplined risk controls through position sizing and volatility management while focusing on compounding returns through reinvestment of cash flows. Clients receive quarterly performance reports and real-time access to portfolio analytics through Fidelity's institutional platform.
Retirement Planning
Retirement planning services focus on optimizing income generation while mitigating longevity risks. We develop sustainable withdrawal strategies combined with compounding mechanisms to prevent premature asset depletion. Our approach addresses healthcare cost projections and Social Security optimization within the context of extended life expectancies and market volatility.
Call-Writing Programs
Our call-writing programs generate consistent cash returns by selling out-of-the-money options on portfolio holdings. This strategy enhances income while maintaining downside protection through selection of lower-beta securities. We focus on value stocks with stable price patterns to minimize opportunity cost during market upturns.
Financial Planning
Comprehensive financial planning integrates investment management with long-term wealth optimization strategies. We address tax-efficient withdrawal methods, asset allocation frameworks, and risk management techniques tailored to individual financial goals and retirement timelines.
Investment Strategies
Our investment strategies combine fundamental analysis with technical market timing to identify undervalued securities. We emphasize dividend-paying equities and master limited partnerships while utilizing technical indicators to determine optimal entry and exit points across market cycles.
People
John Hegler
Founder & Portfolio Manager
With 45 years of financial industry experience including 13 years as a CPA, John Hegler established 21st Century Equity Advisors in 1999. He specializes in compounding strategies and portfolio optimization through technical analysis.
Questions
What investment strategies do you specialize in?
We focus on compounding through dividends and call-writing programs, combined with technical analysis and bear-market avoidance strategies.
How do you manage portfolio risk?
We control risk through position sizing, volatility management, and maintaining diversified portfolios of 50 or fewer high-conviction securities.
What retirement planning services do you offer?
We specialize in optimizing retirement portfolios through income-generating strategies that address longevity risks and healthcare cost projections.
How are your fees structured?
We operate a transparent fee-based model with no product commissions, charging directly for portfolio management services rendered.
What reporting tools do clients receive?
Clients receive monthly Fidelity statements, quarterly performance reports, and 24/7 online access to real-time portfolio data.
