Crestview Hills, KY Office

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.