A complete list of active advisors currently associated with 1TaxFinancial
Warmer can help you find a great advisor at 1TaxFinancial or one who fits your needs even better.
1TaxFinancial provides project-based financial planning to individuals, couples, families, and sole proprietors, covering investment analysis, retirement and Social Security planning, estate plan review, and tax planning. The firm also operates an accounting practice that offers tax preparation and representation under a separate contract from its financial planning engagements. For investment recommendations the firm relies on modern portfolio theory and fundamental analysis and generally favors passive mutual funds and ETFs, while occasionally recommending individual stocks or bonds. Services are delivered as hourly or project engagements and subscriptions; the firm does not manage client assets, accept custody, or exercise discretionary trading authority on client accounts. Distinctive aspects include the firm’s integration of tax/accounting services with financial planning and a principal who devotes a substantial portion of her time to tax preparation and representation, which is uncommon among peers. The firm is fee-only and bills on a project/hourly basis rather than charging percentage-of-AUM or offering wrap programs, and its small team of credentialed advisors (CPA/CFP and CFA) serves a limited client roster, so engagements tend to emphasize tailored planning rather than ongoing asset management.
To learn more about the advisors currently working at 1TaxFinancial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 10
| |
Cincinnati, OH
| 9
|
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