Top Financial Advisors in Cincinnati, OH

Find an Advisor

Johnson Investment Counsel is a fee-only firm with a sizable staff of advisors. The team includes financial certifications such as chartered financial analyst (CFA), Certified Financial Planner™ (CFP®), certified trust and financial advisor (CTFA), certified public accountant (CPA), chartered alternative investment analyst (CAIA), accredited investment fiduciary (AIF) and chartered life underwriter (CLU), among others.

There is no required investment minimum to become a client of Johnson Investment Counsel. However, the firm requires a $5,000 minimum for its Johnson Intelligent Portfolios Program (IPP).

A majority of the firm's clients are individuals, both with and without a high net worth. Typically, the firm’s clients are corporate executives, small business owners, physicians and retirees.

Johnson Investment Counsel tailors its investment advisory services to fit client's unique financial situations, objectives, time horizons, risk tolerance and liquidity needs. The firm works as a team to formulate investment strategies and manage portfolios, which allows for a blend of expertise to go into each portfolio. Johnson Investment Counsel relies on strategic and tactical asset allocation to minimize risk, and it typically uses individual stocks and bonds in its client portfolios.

Find an Advisor

Fee-only firm Bahl & Gaynor manages billions in AUM, and all of its individual clients are high-net-worth. Institutional clients include investment companies, pension and profit-sharing plans, charitable organizations, state or municipal government entities, insurance companies and corporations. The minimum account size required is $750,000 and the minimum annual fee is $7,000.

The firm's staff includes several chartered financial analysts (CFAs), chartered investment counselors (CICs) and chartered life underwriter (CLU).

A number of investment portfolio options are available from Bahl & Gaynor, including:

• Quality Growth
• Income Growth
• Mid Cap Growth
• Small Growth
• Smig (Small/Mid Cap Income Growth) 
• Total Return Bond Strategy

Find an Advisor

Wealth Dimensions Family Office works with a very small number of clients, but has a very significant amount of assets under management (AUM). As its name suggests, most of the firm's clients are family offices that fall into the high-net-worth individual category. It works with a few trusts as well, but those are the only two types of clients the firm currently works with.

Wealth Dimensions is a fee-based firm, as some advisors can earn commissions from the sale of financial products to clients. The firm's fiduciary duty, however, requires it to act in clients' best interests at all times. There is also no minimum account size requirement at Wealth Dimensions.

Being such a small firm, Wealth Dimensions Family Office works with all of its clients on an individual basis in an effort to provide advisory services that are as tailored as possible to the needs of its clients. Advisors develop a financial outline for each client. They also look to compile certain information from each client, such as their tolerance for risk and financial circumstances. This allows advisors to make personalized recommendations.

While each investment plan is specifically tailored to the needs of each client, the firm does tend to use particular investment methods across different accounts. Such methods include long- and short-term purchases, margin transactions and option trading and writing.

Find an Advisor

Bartlett & Co. Wealth Management has been in business for more than a century. Founded in 1898, this fee-only firm has by far the most years of experience out of any firm on this list. On top of its years of experience, the firm’s staff boasts an array of certifications, including chartered financial analyst (CFA), Certified Financial Planner™ (CFP®), certified public accountant (CPA), chartered alternative investment analyst (CAIA), accredited domestic partnership advisor (ADPA) and more.

To be a client, you’ll need to meet the minimums for the particular account or service you'll be using. These minimums range from $2 million to $10 million. Bartlett & Co. Wealth Management primarily serves high-net-worth individuals.

That team is backed by the firm's in-house research analysts, who are responsible for identifying, analyzing and monitoring investment opportunities. Bartlett says that it "encourages an environment of critical debate" among researchers and advisors to make sure investment decisions are thoroughly assessed. 

Bartlett's services include active investment management and financial planning. Its financial planning services encompass assistance with:

• Retirement planning
• Financial impact of divorce 
• Managing an inheritance
• Stock option exercise
• Planning for the birth of a child or a grandchild
• Managing a large stock position
• Coping financially with an elderly parent
• Coping financially with the death of a spouse or life partner
• Planning and funding charitable contributions
• Taking advantage of an early retirement package

Find an Advisor

Canopy Partners is a fee-based firm that serves ultra-high-net-worth families through a boutique, family-office model. The firm’s team includes chartered financial analysts (CFAs) and Certified Financial Planners™ (CFPs®), as well as professionals with expertise in investment consulting, wealth strategy, estate planning, charitable planning and family governance. 

There is no required investment minimum to become a client of Canopy Partners. However, the firm notes that it is best suited for families with a net worth of at least $30 million, given the complexity of the services it provides.

The majority of the firm’s clients are multi-generational families with significant wealth, often involving complex business ownership, estate planning and philanthropic goals.

Canopy Partners tailors its advisory and family office services to each client’s unique circumstances, goals and family dynamics. The firm creates a customized investment policy statement for each client and works with family members and outside advisors to implement its strategies. Canopy uses a mix of active and passive managers, private investments and alternative strategies to meet long-term objectives while managing risk.

Find an Advisor

Truepoint is a fee-only firm whose staff boasts an array of certifications, including Certified Financial Planner™ (CFP®), certified public accountant (CPA), chartered financial analyst (CFA), certified trust and financial advisor (CTFA), chartered alternative investment analyst (CAIA) and certified estate planner (CEP).

Unlike many firms on this list, Truepoint does not have a mandatory account minimum. However, it gives suggested account minimums for each of its services to help investors decide whether the services are suited to their needs. Truepoint suggests a minimum portfolio of $3 million for its wealth management services and a minimum of $20 million for its family office services.

Truepoint describes its approach to investing as a "buy-hold-rebalance strategy." Rather than trying to time the market and suffer the high costs of active investing, Truepoint says that it instead focuses on finding a long-term strategy built around a client's objectives, long-term financial planning, low-cost funds and disciplined rebalancing. 

To do this, Truepoint first works with a client to determine their objectives, time horizon, cash flow needs and risk tolerance. From there, Truepoint designs what it calls an “intelligent portfolio,” which is diversified by asset class to minimize volatility. Index funds are chosen based on design and total cost. The firm primarily invests its clients in mutual funds and ETFs, though it may also advise clients on private equity investments, hedge funds and institutional grade investments. After the portfolio is created, Truepoint rebalances as appropriate to maintain portfolio risk levels and "systematize 'sell high, buy low.'"

Find an Advisor

Constellation Wealth Advisors also does business under the names Quadrant Capital Group and Quadrant Family Wealth Advisors. Quadrant and Constellation are the same entity, though each group provides slightly different services. The firm, as a whole, works mainly with individual clients. It works with slightly more high-net-worth individuals than non-high-net-worth individuals. Institutional clients include investment funds, charities, businesses and retirement plans.

Constellation has a required account minimum of $1 million. Clients working with the Quadrant side of the business typically need to meet a minimum of $10 million. These minimums may be waived at the firm's discretion.

Constellation is also a fee-based firm, since some advisors may receive commissions from the sale of insurance products. However, the firm is still a fiduciary that is legally obligated to act in the best interests of clients, despite this potential conflict of interest.

Constellation Wealth Advisors and Quadrant provide clients investment management solutions that may entail financial planning as well as investment portfolio management. The firm may manage assets on a discretionary or non-discretionary basis. 

Find an Advisor

DayMark Wealth Partners is a fee-based firm with a sizable team of advisors. The firm’s professionals hold financial certifications such as Certified Financial Planner™ (CFP®).

There is no required investment minimum to become a client of DayMark Wealth Partners. However, fees and account structures may vary depending on the complexity of the client’s needs and the services provided.

A majority of the firm’s clients are individuals, both with and without a high net worth. The firm also works with trusts, estates, charitable organizations, corporations, retirement plans and institutional clients. Typically, its clients include corporate executives, small business owners, professionals and retirees.

DayMark Wealth Partners tailors its investment advisory services to each client’s unique financial situation, goals, time horizon, risk tolerance and liquidity needs. The firm offers asset management, comprehensive portfolio management, financial planning and consulting services. Its investment strategies include strategic and tactical asset allocation and may incorporate individual stocks, bonds, ETFs, mutual funds, alternative investments and insurance products to build diversified portfolios.

Find an Advisor

PCA is an advisory firm that offers advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other business entities, and more. It operates as a fee-based firm, meaning that its advisors may earn commissions for the sale of certain securities. While this may indicate a conflict of interest, the firm's advisors are actually bound by a fiduciary duty to put the needs of the client first. 

PCA will meet with each individual client in person or over the phone to determine an appropriate investment strategy that reflects the client's stated investment objectives for the management of the account. They assist in constructing an appropriate asset allocation for every single individual client account. Portfolios typically include mutual funds and ETFs that meet the needs of that client when determining the proper utilization and asset allocation. 

Once a plan is constructed, the advisors monitor client investments continually based on the procedures and timing intervals mutually agreed upon. Clients then receive quarterly reports detailing the performance and activity within the account. 

Find an Advisor

Octavia is a fee-only registered investment advisory firm with a team whose certifications include Certified Financial Planner™ (CFP®), chartered life underwriter (CLU), chartered financial consultant (ChFC) and retirement income certified professional (RICP), among others. Advisors tailor their services to individual client needs and maintain a fiduciary obligation to act in the client’s best interest.

Octavia does not impose a required investment minimum to become a client. Its fees for asset management services are negotiable, with a maximum annual fee of 1.75%. For comprehensive portfolio management, fees can be up to 2.00%. Fees for financial planning and consulting are charged on a flat or hourly basis, depending on the scope and complexity of the engagement.

The firm serves a broad client base that includes individuals and high-net-worth individuals, trusts, estates, charitable organizations, pension and retirement plans, corporations and other business entities. 

Octavia customizes its investment advisory services to reflect each client’s unique objectives, risk tolerance, time horizon and liquidity needs. Portfolios may include individual stocks, bonds, mutual funds, ETFs, options and alternative investments, and are monitored and rebalanced as needed. The firm employs a variety of investment strategies, including strategic and tactical asset allocation.