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About Us

We are a group of expert financial advisors centrally located in Cincinnati, Ohio. The families we serve live throughout the United States and internationally.

Our advisors bring a wealth of experience from other fields, including corporate finance, nonprofits, marketing, and engineering. We all do this work because we love helping people.

Highly-qualified fiduciaries

We are fiduciaries and Certified Financial Planner™ professionals. The CFP® certification includes background checks and a ten-hour exam. As fiduciaries, we are committed to place the interests of our clients ahead of our own. That's how we designed our business, and we wouldn't have it any other way. 

Fee-only

Fees comprise our only revenue. We don't accept any payments or incentives from fund managers, insurance salespeople, or anyone else. Can your current advisor say the same? 

Clients receive comprehensive financial planning for a fee based upon the value of their investments that we manage. Our fee structure begins at 1% of managed assets ($250,000 asset minimum) per year, billed quarterly. Your fees are reduced to less than 1% when your portfolio exceeds $500,000.

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