Stephanie Bemerer

Financial Advisor

ChFC®

Stephanie Bemerer is a Chartered Financial Consultant professional and a financial advisor in our Cincinnati office. Stephanie has over 20 years in our organization and in the financial planning and services industry. Stephanie holds both an Ohio insurance license and an Executive Certificate in Financial Planning from Xavier University (Ohio). A native of Cincinnati, OH, and an enthusiast of hiking, traveling, horseback riding, and the outdoors.

Latest Insights


The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

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How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

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Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

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