A complete list of active advisors currently associated with AJD Wealth
Warmer can help you find a great advisor at AJD Wealth or one who fits your needs even better.
The firm provides investment management, ongoing and project-based financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts and employer-sponsored retirement plans. It operates as a fee-only registered investment adviser and manages roughly $24 million in discretionary assets for about 55 clients. AJD Wealth structures client portfolios around asset-allocation principles and Modern Portfolio Theory, favoring low-cost, index-based ETFs and the use of third‑party managers or model portfolios for implementation. Clients work with the adviser on goals, risk tolerance and periodic reviews, and the firm typically manages accounts on a discretionary, long-term basis while accommodating reasonable client-imposed restrictions. Notably for a solo independent adviser, the firm provides ERISA-covered retirement plan consulting to employer plan sponsors—an offering that is less common among peers in this category. The firm also implements many client portfolios through an institutional platform (Betterment Advisor Solutions) and may combine outside managers with model, passive strategies, reflecting a hybrid operational approach uncommon for a practice of this size.
To learn more about the advisors currently working at AJD Wealth, 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
|
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