3 Best Financial Services in Cincinnati, OH

“Total Wealth Planning, LLC provides advice that is unbiased and focused on your best interest at all times, without product sales or commissions. Their team of 19 professionals serves 743 client households with approximately $1.20 billion in assets. Total Wealth Planning, LLC is a group of wealth management professionals whose personalities align with their clients, allowing them to deliver advice in a down-to-earth manner. Rob is the founder of Total Wealth Planning, LLC. He completed a Bachelor of Science in Business Administration and a Master of Business Administration from Xavier University, focusing on finance. He is a Series 65 licensed Investment Advisor Representative, a member of the National Association of Personal Financial Advisors (NAPFA), a charter member of the National Advisor Confidence Index, and an Ohio Notary.”

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“WealthWise Financial Group understands that each individual faces unique challenges in their financial lives. They take the time to understand your needs and concerns and specialize in crafting a plan tailored to meet your financial goals and objectives. Quentin Davis and Daniel Riegner are the co-founders of WealthWise Financial Group. They believe it has far-reaching benefits for their clients to get opinions from several sources with diverse backgrounds, education, and experience. WealthWise Financial Group is confident that with their understanding of personal finance, coupled with their training as financial professionals, they can help people better prepare for the future. They can help you address your needs today and for many years to come. They look forward to working with you.”

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“OJM Group is a multidisciplinary wealth management firm. Jason M. O’dell is the Managing Partner of OJM Group. Jason is a financial consultant, investment advisor, and insurance specialist with more than 25 years of experience working with high-net-worth clients, including physicians, professionals, and their businesses. Jason is a co-author of more than a dozen financial resources, including Wealth Planning for the Modern Physician, Wealth Management Made Simple, and Risk Management for the Practicing Physician, a Category 1 CME-certified monograph. He has also authored numerous articles and presented lectures, web seminars, and podcasts on investment management, retirement planning, and a broad scope of financial topics. OJM Group will be your advocate as they work with you to develop, implement, and maintain a dynamic plan with the flexibility to adapt to changes in your career, family life, and retirement goals.”

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