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Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

Cincinnati - Blue Ash, OH

9987 Carver Road
Suite 100
Blue Ash, OH 45242
Hours: 8:30am - 5pm, M-F

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

About Our Cincinnati - Blue Ash Location

Our team of fiduciary financial advisors in Blue Ash has been working with Tri-State individuals and families for more than 25 years. And ever since the very beginning, we’ve been dedicated to delivering unparalleled guidance that’s customized, complete, and comprehensive. We also pride ourselves on being the home of Simply Money, our weekday radio show on 55KRC that cuts through the day’s biggest financial headlines to explain how they affect you and your money.

Visit us at our office on Carver Road (near Summit Park in Blue Ash) to experience the expertise and personalized service that our Cincinnati financial planners have to offer. Our team is eager to guide you along your financial journey!

Latest Insights

blue line
09/30/2024

SECURE 2.0 Update: Looking Ahead

Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

09/24/2024

Alternative Investments: The Need-to-Knows

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

08/30/2024

What's Going On in Washington?

Exploring current ERISA and DOL areas of interest In a significant move by the Department of

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