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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 an all-day 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

Fee-only means we get paid only by you as our client, and we work only for you. We don't accept any payments or incentives from fund managers, insurance salespeople, or anyone else. Can your current advisor say the same? 

As a client, you'll receive comprehensive financial planning for a fee based upon the value of the investments 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.

  • 1.00% on your assets up to $500k
  • 0.85% on your assets between $500k and $2 MM
  • 0.60% on your assets between $2 MM and $4 MM
  • 0.50% on your assets above $4 MM

Free initial consultation 

Our goal in your initial consultation is to answer your burning questions and recommend some actions you can take to improve your financial future, regardless of whether you choose to join us. We want to help you choose the right planner for you. This will not include a written plan. Call to speak with an advisor and set up your free initial consultation: 513-469-8400

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