Fiduciary advisors in Cincinnati, OH

Cincinnati, Ohio

Bank-Affiliated

Ascent Private Capital Management is a bank-affiliated wealth advisory firm operating under U.S. Bank that focuses on financial planning for families with significant assets. The firm provides multigenerational planning, investment management, and legacy structuring services, including private foundation guidance, with an emphasis on aligning strategies to clients' values and long-term family goals. The firm emphasizes personalized advisory relationships and custom-tailored approaches rather than standardized solutions.

Cincinnati, Ohio

Independent RIA

Aspiriant Wealth Management is an independent ria firm in Cincinnati, Ohio. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Its advisors hold CLU credentials. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Cincinnati, Ohio

The Lyon Group, LLC, based in Cincinnati, Ohio, offers fee-based financial planning and investment advisory services through Eagle Strategies LLC, which is SEC-registered as an investment adviser and a subsidiary of New York Life Insurance Company. Led by President Bob Nienaber and William Lyon, the firm serves multi-generational families and works with clients to align financial decisions with their personal priorities. The firm leverages connections to New York Life's Advanced Planning Group for estate, trust, and business planning expertise, and partners with Ash Brokerage to access additional insurance and annuity products beyond those available through New York Life.

Cincinnati, Ohio

Cerity Partners is an investment advisory firm in Cincinnati, Ohio. The office is open daily.

Cincinnati, Ohio

Corient is an investment advisory firm in Cincinnati, Ohio. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cincinnati, Ohio

Credent Wealth Management - Cincinnati, OH is an investment advisory firm in Cincinnati, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cincinnati, Ohio

HORAN Wealth is a Cincinnati-based financial advisory firm offering financial planning, retirement planning, estate planning, and wealth management services to individuals and business owners. The firm is SEC-registered and operates through HORAN Securities, Inc. (a FINRA/SIPC member) for securities offerings and HORAN Wealth Management for investment advisory services. Services include insurance consultation, Social Security planning, tax-efficient asset transfer strategies, and business succession planning, with particular focus on estate planning as a specialty.

Cincinnati, Ohio

Horter Investment Management is a Cincinnati-based registered investment advisory firm offering financial planning and investment management services. The firm employs a tactical investment strategy focused on reducing portfolio volatility through active monitoring and adjustment, moving away from passive buy-and-hold approaches. Founded in 1987, the firm works with clients to design customized portfolios aligned with individual goals while managing risk across different life stages and market conditions.

Cincinnati, Ohio

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Cincinnati, Ohio. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.6-star rating from 5 Google reviews.

Cincinnati, Ohio

Nova Capital is an investment advisory firm in Cincinnati, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 27 Google reviews.

Cincinnati, Ohio

Raymond James & Associates is an investment advisory firm in Cincinnati, Ohio. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Cincinnati, Ohio

Jackson Wealth Strategies, Ltd, founded in 2007 by Richard Jackson, provides financial planning and investment management services with a focus on retirement planning. The firm works with retirees, pre-retirees, business owners, and successful professionals, emphasizing alignment of financial decisions with clients' personal values and goals. Based in Cincinnati, Ohio, the firm partners with New York Life and its affiliated companies to deliver services that address life events including college funding, business transition planning, and lifestyle protection.

Cincinnati, Ohio

SaveMake, based in Cincinnati, Ohio, offers financial coaching and self-service tools focused on debt elimination and wealth building. The firm is led by a coach who works with clients on personalized financial planning through judgment-free consultations and customizable coaching packages, with an initial free 20-minute consultation available.

Cincinnati, Ohio

The Original Tax Place on Main Street, operating as Hicks & Mann Wealth Management, integrates tax planning and investment management for individuals and families, with headquarters in Kentucky and a Cincinnati satellite office. The firm's approach combines portfolio management, retirement income planning, tax-loss harvesting, and business advisory services, with a requirement that new clients engage both tax and wealth management services. The team includes three CFP® partners—Matthew Mann (also an EA), Ryan Totten (also an EA), and Hunter Rambin (also a CPA)—along with supporting advisors and staff, operating on a fiduciary basis.

Cincinnati, Ohio

Fee-Only

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.

Cincinnati, Ohio

Wealth Enhancement Group is an investment advisory firm in Cincinnati, Ohio. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Cincinnati, Ohio

Wealthquest is a Cincinnati-based wealth management firm serving clients nationwide, founded by Wade K. Daniel, CFA, CFP®. The firm provides estate planning, financial planning, investment management, and tax preparation services through an integrated team operating under a single fee arrangement, rather than requiring clients to coordinate multiple independent advisors. By consolidating investment management, financial planning, tax services, and estate planning under one roof, the firm aims to align advice across disciplines and reduce coordination gaps typical in fragmented advisory relationships.