top of page
GUIDING YOU TOWARD WEALTH CLARITY THROUGH HOLISTIC FINANCIAL MANAGEMENT AND EDUCATION.
 
05 Brass Tax Gold White-01.png
ABOUT THE FIRM
Fleur 2-01.png

We are an independent financial advisory firm in Cincinnati, Ohio, that focuses on providing tailored and life-centered income solutions. We combine the sincerity of a family office and the sophistication of a 40-year management team to aim to help our clients gain clarity to create, preserve, maximize, and enjoy their wealth.

OUR DEDICATED TEAM IS HERE FOR YOU

Our team consists of CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants (CPAs), Accredited Investment Fiduciaries®, and a mental health therapist. Together, we deliver customized guidance and strategies based on your specific needs. 

HOW WE PARTNER
Fleur 2-01.png

We believe the key to success is having a clear path forward. Before we jump to a solution, we first take the time to understand and clarify what you would like to uniquely achieve. Then, we design a plan to get there. We support you from all angles on your financial journey to collectively maximize your wealth as a whole.

Icons for Brass Site-16.png

FINANCIAL

PLANNING

Icons for Brass Site-10.png

INSURANCE

PLANNING

Icons for Brass Site-09.png

BUSINESS &

401K SERVICES

Icons for Brass Site-13.png

TRUSTS

& ESTATES

Icons for Brass Site-14.png

P&G RETIREE

SERVICES

Icons for Brass Site-11.png

CHARITABLE

GIVING

Icons for Brass Site-15.png

TAX

SERVICES

Icons for Brass Site-11.png

PERSONAL &

BUSINESS BANKING

!
THE LATEST IN WEALTH CLARITY
Fleur 2-01.png
!
Widget Didn’t Load
Check your internet and refresh this page.
If that doesn’t work, contact us.
CONTACT US
Fleur 2-01.png

Thanks for submitting!

Contact
bottom of page