GUIDING YOU TOWARD WEALTH CLARITY THROUGH HOLISTIC FINANCIAL MANAGEMENT AND EDUCATION.
 
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ABOUT THE FIRM
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We are an independent financial advisory firm in Cincinnati, Ohio that provides tailored and life-centered income solutions. We combine the sincerity of a family office and the sophistication of a 40 year management team to help our clients gain clarity to create, preserve, maximize and enjoy their wealth.

OUR SPECIALIZED 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
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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.

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FINANCIAL PLANNING
FINANCIAL PLANNING
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BUSINESS & 401k SERVICES
BUSINESS & 401k SERVICES
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P&G RETIREE SERVICES
P&G RETIREE SERVICES
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TAX SERVICES
TAX SERVICES
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INSURANCE
INSURANCE
TRUSTS & ESTATES
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TRUSTS & ESTATES
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CHARITABLE GIVING
CHARITABLE GIVING
PERSONAL &
BUSINESS BANKING
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PERSONAL &
BUSINESS BANKING
THE LATEST IN WEALTH CLARITY
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CONTACT US
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