A complete list of active advisors currently associated with Cincinnati Wealth Management, Inc.
Warmer can help you find a great advisor at Cincinnati Wealth Management, Inc. or one who fits your needs even better.
Cincinnati Wealth Management, Inc. is a single‑advisor registered investment adviser that provides discretionary portfolio management, financial planning, and hourly consulting to individuals, families, pension and profit‑sharing plans, trusts, and business entities. The firm operates as a small boutique, managing approximately $16.2 million for a limited client base (13 clients) and has provided advisory services since 2018. The firm’s investment work centers on mutual funds and exchange‑traded funds, ongoing portfolio monitoring and rebalancing, and a stated practice of treating cash as an asset class for defensive positioning. It combines account management with planning and reporting technology (RightCapital) and uses the third‑party Pontera platform to connect, review, and rebalance held‑away defined contribution participant accounts under discretionary authority. Noteworthy aspects include that the firm’s principal holds CFP certification and is an Enrolled Agent, and the brochure highlights tax‑aware planning, estate and philanthropic advising alongside investment management. The firm also offers standalone hourly consulting, real‑estate related advisory services, and advice on private or illiquid investments and held‑away retirement assets—services that are less common among solo independent advisers of this scale.
To learn more about the advisors currently working at Cincinnati Wealth Management, Inc., 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
| 38
|
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