Investment Options
Helping you chart a course to financial independence.
Our three step approach is designed to identify your needs, implement a customized strategy, and monitor your plan to stay on course. Experience the North Valley difference.
Our Three Step Process:
- 1. Assessing your needs as an investor.
We begin by asking you to complete a confidential personal profile that helps us gain a deeper understanding of your current financial situation and goals. - 2. Preparing your plan.
We provide a detailed analysis of your finances, develop a variety of customized strategies, and offer recommendations to address your future needs. - 3. Implementing your strategy.
Once you select the best approach, we put your personalized plan into action. We will maintain consistent communication and carefully monitor the portfolio. When necessary, we can make adjustments to keep you on track.
Meet Our Team
Marc Carpenter
Marc Carpenter is a seasoned financial advisor with over 20 years of experience serving clients in the local market. A lifelong resident of Muskingum County, Marc brings deep community roots and a personal touch to his work. He holds multiple FINRA licenses — including Series 6, 7, 63, and 65 — as well as his Ohio Life and Health Insurance licenses and the Chartered Retirement Planning Counselor (CRPC) designation. Outside of the office, Marc enjoys attending his kids’ sporting events, spending time outdoors, and giving back through service on numerous nonprofit boards. His blend of professional knowledge and genuine care makes him a trusted partner for clients planning their financial futures.
Bryan Bonkowski
Bryan Bonkowski is a dedicated financial professional with more than 25 years of experience helping clients build strong financial foundations. As a partner with North Valley Investment Partners and a Business Development Specialist at North Valley Bank, Bryan takes a comprehensive approach to financial well-being—working closely with individuals and organizations to tailor banking and investment strategies that support long-term goals. He holds Series 6 and 63 FINRA licenses, along with his Ohio Life and Health Insurance license, and earned his bachelor’s degree in Business Administration from Shawnee State University. A committed community member, Bryan is active with Holy Trinity Church and serves on several local boards, including the Perry County Chamber of Commerce, the Harbor Community Center, and the Somerset Lions. His thoughtful guidance and deep local ties make him a trusted resource for clients across the region.
We’d Love to Hear From You
If you’d like to learn more and meet with Marc or Bryan, submit the form below and we will be in touch with you.