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


Love, Loss, and Clarity: The Conversations and Documents Every Couple Needs

If you weren’t here tomorrow, would your spouse know exactly what to do next? Here’s how to help make sure they’re never left guessing.

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You’ve Built Wealth… Now What? A Guide for High-Net-Worth Households

Growing wealth is one thing. Managing it well is another. Here’s how to make that shift with confidence.

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7 Things to Consider Before Buying a Second Home (Yes, Even If You Can Afford It)

A vacation home can elevate your lifestyle, but it also reshapes your wealth in ways worth understanding. Here are the key considerations before you …

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