Cincinnati, OH Office

Outpost Advisors serves individual clients — including those seeking ongoing comprehensive financial planning and discretionary portfolio management — and also provides advisory services to employer-sponsored retirement plans. The firm offers tiered financial planning packages (from stand‑alone plans to ongoing planning plus investment management), project-based hourly planning, and employee benefit plan services for plan sponsors.

The firm’s investment approach centers on passive, asset-allocation-based management supplemented by fundamental analysis and the use of third‑party managers and model portfolios (including subscriptions through a model marketplace). Advisors construct client-specific investment policy statements, exercise discretionary trading authority for managed accounts, and review plans and portfolios on at least an annual basis as part of an integrated planning-and-investment relationship.

Distinctive features include a regular schedule of educational seminars and paid speaking engagements, a proprietary “Purpose Process” used in its planning packages, and a professional‑coordination service that can onboard and bill outside specialists on a client’s behalf. The firm also discloses operational practices that are less common for peers of its size — such as specific use of AI and technology tools for research, tax‑return analysis, and meeting transcription (with human review) — and it requires clients to custody assets with selected custodians.