8044 Montgomery Road, Suite 450
Cincinnati, OH 45236
513.745.7014
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Our Differentiators

Our Motto is to Serve First, Serve Last, and Serve Always.

While experience and technical capability is essential when evaluating a financial planning & investment advisory team, we believe it is also important that you understand how we strive to serve our clients. Upon engaging our team, we follow a well-tested process that integrates your financial planning goals with the environmental, social and values based criteria that are important towards meeting your overall objectives.
 

 

Once we work with clients to identify their objectives, create observations, communicate recommendations and implement strategies, our job is not done. Financial planning is not an event, it is a process. As such our communication with clients is imperative.

We utilize the following to engage with our clients throughout the year:

  • Practice wide email updates for important information
  • Conference calls to provide timely perspective on significant financial events
  • Social media
  • Webinar capability
  • Private client website
  • Monthly e-newsletters
  • Quarterly investment letters
  • Client events focused on financial (e.g. investments), non-financial (e.g. leadership development) and social topics
  • Ongoing client reviews: either in person or via webinar
  • Client specific updates when changes occur to their various implemented strategies

Contact us to learn how we can add value to your financial planning.