Family Wealth Advisory Group, LLC

Benjamin Grossheim is a financial advisor at Family Wealth Advisory Group, LLC in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Fidelity Investments and H&R Block, as well as experience in non-financial sectors such as pest control and retail. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach combining passive index and ETF positions with selective active funds, offering both discretionary and non-discretionary mandates.

Benjamin Linser is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services LLC for 13 years before joining Family Wealth Advisory Group, LLC in 2017, where he is currently an advisor. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach with a global diversification strategy, managing approximately $335 million in assets and offering both discretionary and non-discretionary mandates.

Robert Grossheim is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Family Wealth Advisory Group, LLC since 2004. Outside of his advisory role, Grossheim is the owner and main instructor of Japanese Karate Do, LLC, a martial arts school he manages and instructs. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach with global diversification and offers both discretionary and non-discretionary mandates.