3 Best Financial Services in Cincinnati, OH

“Total Wealth Planning, LLC is a fee-only Financial planner in Cincinnati, OH. Rob Siegmann is the principal and chief operating officer of the firm. He completed his Bachelor of Science and Business Administration and Master of Business Administration from Xavier University, focusing on finance. He holds a Series 65 licensed Investment Advisor Representative and is a National Association of Personal Financial Advisors (NAPFA) member. The Total Wealth Planning, LLC team provides a comprehensive view of your financial life and all the factors that go into life planning. Their investment management process is focused on helping you maintain financial stability, preventing mistakes, and accomplishing your investment objectives. They help you to determine how long to work and when to retire to continue your lifestyle. They strive to deliver an exceptional experience to clients with a proactive and thorough approach.”

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“HCM Wealth Advisors is one of the leading Financial planners in Cincinnati, OH. Laura Adams is the firm's client services manager and partner. She completed a Bachelor's Degree in Finance from Northern Kentucky University and an MBA from Thomas More College. The team at HCM Wealth Advisors also specializes in working with P&G retirees, alumni, and those taking a separation package. For over 25 years, they have offered professional portfolio management services utilizing technology, independent research, and the analytical skills of their investment team. They are a Cincinnati-based, fee-only, fiduciary Registered Investment Advisor providing comprehensive wealth management, tax, and accounting services to help successful professionals and business owners retire well. Their wealth advisors will continue to update you as things progress and understand that things change.”

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“OJM Group is an independent Financial consultant in Cincinnati, OH. Jason M. O'Dell is the firm's managing partner. He has worked for over 25 years, helping wealthy clients, such as doctors and other professionals, with their money. He knows a lot about finance, investments, and insurance. At OJM group, they help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Their team members provide the client-focused, comprehensive, multidisciplinary approach that they believe has come to define OJM Group. Their Vision is to provide evolving, well-coordinated wealth management services tailored to your unique needs. They 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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