Glenn Downs

Financial Advisor

CFS®

With over 30 years of financial sector experience, Glenn Downs is an advisor in our Cincinnati office and father of five children.

Latest Insights


Why Equal Isn't Always Fair: Rethinking Inheritance in Complex Families

Most parents assume splitting everything equally is the fairest choice. The families who plan most thoughtfully often discover it isn't that simple.

Read more
The Best Financial Decision You Ever Made Likely Had Nothing to Do with Money

The choices that shaped your wealth the most weren't always the ones that looked financial at the time.

Read more
The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy

Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …

Read more