Cincinnati, OH Office
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Barnes Dennig Private Wealth Management, LLC
Supported
Firm-wide stats for Barnes Dennig Private Wealth Management, LLC
About
Barnes Dennig Private Wealth Management (BDPW) provides personalized investment advisory services, retirement plan management, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates, business entities, and retirement plans. The firm reports approximately $188 million in assets under management and delivers ongoing portfolio supervision, reporting, and coordination with clients’ other advisors.
BDPW structures relationships around a formal Discovery process to capture a client’s financial profile and investment suitability, and typically implements recommendations by engaging third‑party sub‑advisers whose strategies the firm selects, monitors, and reviews. Accounts are generally managed on a discretionary basis, with at least annual reviews and coordination with clients’ legal and tax professionals.
The firm is owned by Barnes, Dennig & Co., a full‑service accounting firm, and the brochure discloses a formal referral relationship with that parent, noting that some wealth managers are also CPAs of the parent firm and that internal referral compensation programs exist and are disclosed to clients. The firm’s disclosures also indicate its marketing materials include performance presentations — including hypothetical and historical results — and the use of endorsements, practices that are less common among similar supported advisers.
Expertise
Location
150 East 4th Street, Third Floor
Cincinnati OH 45202
Advisors at this office
2
Advisors at this office
George S
PFS™, Series 63
Cincinnati, OH
Barnes Dennig Private Wealth Management, LLC
George Sparks Jr. is a financial advisor with Barnes Dennig Private Wealth Management, LLC in Cincinnati, OH. He holds the PFS™ and Series 63 designations and has seven years of industry experience. Prior to joining Barnes Dennig Private Wealth Management, he worked for Biechele Royce Advisors. Outside of his advisory role, he has a minority ownership interest in an adult daycare center. Barnes Dennig Private Wealth Management provides personalized investment advisory services and retirement plan management to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a formal Discovery process to assess clients’ financial profiles and typically uses third-party sub-advisers to implement investment strategies, managing accounts on a discretionary basis with regular reviews.
Andrew B
PFS™
Cincinnati, OH
Barnes Dennig Private Wealth Management, LLC
Andrew Bertke is a PFS™ credentialed advisor with eight years of industry experience. He is a partner at Barnes Dennig, a CPA firm, where he works in a non-investment capacity. Bertke has been with Barnes Dennig Private Wealth Management since 2024 and previously worked at Biechele Royce Advisors. Barnes Dennig Private Wealth Management offers personalized investment advisory, retirement plan management, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a formal Discovery process to assess clients’ financial situations, typically using third-party sub-advisers to implement investment strategies, and provides ongoing portfolio supervision and coordination with clients’ other advisors.
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