Top Financial Advisors in Cincinnati, OH

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Fort Washington Investment Advisors is a fee-based advisory firm founded in 1990. The Cincinnati-based firm is a member of Western & Southern Financial Group. Specific professional designations for the firm’s advisors are not listed in the provided firm materials. Because Fort Washington is fee-based, it may receive performance-based fees, carried interest, sub-advisory fees from affiliated funds and other compensation arrangements. While this may indicate a conflict of interest, the firm is bound by a fiduciary duty to put the needs of clients first.

The firm works with high-net-worth individuals and families, family offices, corporations, charitable organizations, foundations, endowments, pension and profit-sharing plans, insurance companies, investment companies, ETFs, private funds and pooled investment vehicles. It also serves state and municipal entities, Taft-Hartley plans, registered investment advisers and broker-dealers.

Fort Washington tailors its investment advisory services to each client’s financial situation, goals and investment needs. The firm offers institutional portfolio management, private client wealth management, financial planning, private equity advisory services, sub-advisory services, wrap fee program services and separately managed account services. Its financial planning services may address cash flow, taxes, investments, retirement, education, estate planning, charitable planning and family planning.

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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.

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United Advisor Group is a Cincinnati-based, fee-based firm founded in 2022. Some investment adviser representatives may earn commissions from the sale of insurance products to clients. While this may indicate a conflict of interest, the firm’s fiduciary duty requires it to act in clients’ best interests.

There is no required investment minimum to become a client of United Advisor Group. However, individual offices or investment adviser representatives may set their own minimums depending on the services provided. The firm works with individuals and families, small businesses, trusts, charities and brokerage customers. It also provides support services for independent financial advisors.

United Advisor Group offers discretionary and non-discretionary investment management, financial planning, consulting and family office services. Planning services may address insurance, taxes, college funding, trusts and estates, business needs and retirement. The firm generally uses long-term and short-term purchases, value investing, tactical asset allocation, strategic asset allocation and proprietary investment model strategies

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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 growht, mid cap growth, small growth and more. 

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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 plannying, managing large stock positions, managing an inheritance, managing the financial impact of a divorce and more.

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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. 

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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.

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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.'"

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Fifth Third Wealth Advisors is a fee-based firm headquartered in Cincinnati. The firm serves a broad client base that includes individuals, high-net-worth individuals, trusts, estates, charitable organizations, donor-advised funds, governmental entities, nonprofits, corporations, pension and profit-sharing plans, insurance companies, private funds and other institutional investors.

There is no stated account-opening minimum to become a client of Fifth Third Wealth Advisors. However, the firm generally applies a $7,500 minimum annual fee for equity, cash and mixed accounts, as well as fixed income and cash-only accounts. The firm’s professionals hold financial certifications such as chartered financial analyst (CFA), chartered alternative investment analyst (CAIA), Certified Financial Planner™ (CFP®) and certified trust and fiduciary advisor (CTFA), among others.

Fifth Third Wealth Advisors provides discretionary portfolio management, financial planning, third-party separately managed account programs, third-party model provider overlay management, limited retirement plan advisory services and private fund advisory services for Pine Crest Funds, which are closed to new investors. Its planning services may address cash flow, retirement, tax efficiency, risk management, wealth transfer and business succession.

The firm builds portfolios around six investment policy statement objectives: conservative, moderately conservative, moderate, moderate growth, growth and aggressive.

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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.