Fiduciary

Wealth Dimensions Group

Cincinnati, Ohio

Call (513) 554-6000 Visit website →

About

Wealth Dimensions Group is an independent investment advisory firm in Cincinnati established in 1986 that operates on a fee-only basis and serves as a fiduciary. The firm specializes in investment management, wealth management, and small business advisory services, with team members holding credentials including CFP®, CFA®, and CDFA® designations. The firm uses a collaborative, multi-disciplinary approach to financial planning, beginning with discovery sessions and moving into comprehensive plan development and ongoing coordination with clients.

Specialties

Fee structure

Fee-Only

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-4PM, Saturday: Closed
SEC registered
No
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