Cincinnati, OH Lake Forest Drive Office

eAdvisor provides financial planning and referral-based portfolio management for individuals, trusts, retirement accounts, and charitable organizations, typically implementing investment management by directing client assets to a third-party manager. The firm reports no assets under its own management and generally delivers ongoing advisory services while referring execution and custody responsibilities to the third‑party manager.

The firm’s investment approach uses a mix of methods — charting, fundamental, technical and quantitative analysis, and modern portfolio theory — and employs both long‑ and short‑term trading strategies. eAdvisor conducts due diligence on recommended third‑party managers, reviews their ongoing performance, and does not accept discretionary trading authority over client accounts.

Distinctive aspects include that some representatives hold CPA credentials and may offer accounting and tax services alongside advisory services, reflecting an affiliation with accounting activities that is uncommon among peers. The firm also relies on a third‑party manager to custody assets and deduct fees (resulting in no regulatory AUM or custody for eAdvisor), requires clients to use specified custodians, and does not aggregate trades across multiple client accounts.