A complete list of active advisors currently associated with F2 Wealth
Warmer can help you find a great advisor at F2 Wealth or one who fits your needs even better.
F2 Wealth is a fee-only advisory firm serving individuals and high-net-worth clients with ongoing wealth management and financial planning, including retirement and estate planning, business planning, executive compensation advice, insurance and risk reviews, and tax return preparation (performed directly or facilitated through third-party tax providers). The firm provides discretionary portfolio management as well as standalone financial planning engagements and project-based consulting for business owners and other clients. The firm’s investment approach is guided by modern portfolio theory with an emphasis on diversified, long-term asset allocation, disciplined rebalancing, and asset location to pursue after-tax efficiency; cost is a consideration but not the sole determinant of investment selection. Supplemental strategies include customizable values-based investing and allocations to real estate and alternative investments, and the firm will recommend third‑party sub-advisors for specific mandates when appropriate. Notable features for a small, single-principal independent adviser managing roughly $20.3 million for about 45 client relationships include offering tax return preparation alongside advisory services, maintaining two offices while operating with one principal who also serves as chief compliance officer, and disclosing that it uses Schwab’s institutional platform for custody and related support. The firm also does not aggregate (block) trades across client accounts and discloses the potential use of paid promoters/operators under written agreements for client referrals, which are distinctions relative to many peers.
To learn more about the advisors currently working at F2 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
| 19
|
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