Find a Financial Advisor in Cincinnati, OH


 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place. 

Everything a modern investor needs – all under one roof.



Cincinnati Office
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Cincinnati - Blue Ash Financial Advisory Team


 

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!

Amy Wagner
Amy Wagner Financial Advisor BFA
Cincinnati - Blue Ash, OH Read bio
Andy Shafer
Andy Shafer Financial Advisor ChFC®, AAMS®
Cincinnati - Blue Ash, OH Read bio
Bill Schretter
Bill Schretter Financial Advisor CFP®
Cincinnati - Blue Ash, OH Read bio
Bob Sponseller
Bob Sponseller Partner Advisor ChFC®
Cincinnati - Blue Ash, OH Read bio
Brian James
Brian James Financial Advisor CFP®
Cincinnati - Blue Ash, OH Read bio
Britton Riley
Britton Riley Financial Advisor CFP®
Cincinnati - Blue Ash, OH Read bio
Deanna Purvis
Deanna Purvis Financial Advisor CFP®
Cincinnati - Blue Ash, OH Read bio
Glenn Downs
Glenn Downs Financial Advisor CFS®
Cincinnati - Blue Ash, OH Read bio
Michael Coates
Michael Coates Financial Advisor CFP®
Cincinnati - Blue Ash, OH Read bio
Stephanie Bemerer
Stephanie Bemerer Financial Advisor ChFC®
Cincinnati - Blue Ash, OH Read bio
Steve Hruby
Steve Hruby Financial Advisor CFP®
Cincinnati - Blue Ash, OH Read bio
Cincinnati - Blue Ash

 

9987 Carver Road
Suite 100
Cincinnati - Blue Ash, OH 45242

Hours:
8:30am - 5pm, M-F

(513) 469-7500

 

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