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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
    TALK WITH AN ADVISOR
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    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!

    Meet Our Financial Advisory Team

    Amy Wagner
    Amy Wagner
    BFA™
    Steve Hruby
    Steve Hruby
    CFP®
    Stephanie Bemerer
    Stephanie Bemerer
    ChFC®
    Michael Coates
    Michael Coates
    CFP®
    Glenn Downs
    Glenn Downs
    CFS®
    Deanna Purvis
    Deanna Purvis
    CFP®
    Britton Riley
    Britton Riley
    CFP®
    Brian James
    Brian James
    CFP®
    Bob Sponseller
    Bob Sponseller
    ChFC®
    Bill Schretter
    Bill Schretter
    CFP®
    Andy Shafer
    Andy Shafer
    ChFC®, AAMS®
    Alex Scott
    Alex Scott
    CFP®, RICP®, ChFC®

    Latest Insights

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    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.

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    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.

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    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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      Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy

      Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

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      1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

       2 Retention Rate Source: Allworth Internal Data, FY 2022

      3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

      4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration. 

      5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

      6  2021 Value of an Advisor Study / Russel Investments

      7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

      8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

      9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

      ✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

      ✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

      †Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

      Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.