A complete list of active advisors currently associated with 212 Wealth Management Group, LLC
Warmer can help you find a great advisor at 212 Wealth Management Group, LLC or one who fits your needs even better.
212 Wealth Management Group, LLC is a small, owner-operated registered investment adviser that provides discretionary asset management to individual clients and non‑discretionary investment advice to retirement plans. The firm also offers financial planning and consulting services covering areas such as retirement and estate planning, corporate and personal tax planning, cost segregation studies, and other business- and personal-finance matters. The firm’s investment process combines fundamental, technical, and quantitative analysis and draws on third‑party research sources for equity selection, with a focus on long‑term holdings tailored to each client’s risk tolerance and objectives. For retirement-plan engagements, the firm serves as a co‑fiduciary, providing plan monitoring and participant education while delivering recommendations on a non‑discretionary basis. Noteworthy attributes include an owner‑led structure with a single principal responsible for portfolio oversight and formal account reviews, and a significant portion of the firm’s advisory activity tied to multiple 401(k) plan relationships that represent a large share of assets under advisement. The firm also provides a broader mix of business-focused planning services than is typical for similarly sized advisers and has staff licensed to offer insurance products, which it discloses as separate from its advisory services.
To learn more about the advisors currently working at 212 Wealth Management Group, LLC, 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 |
|---|---|---|
Loveland, OH
| 7
| |
Loveland, OH
| 20
|
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