Blue Ash, OH Office

Teeple Snyder Newsome Wealth & Tax Management advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities, delivering asset management, ongoing and limited‑scope financial planning, ERISA plan services, and tax preparation and accounting support. The firm provides portfolio management both through a Schwab Institutional “Liftoff” program of diversified mutual fund portfolios with automated rebalancing and through traditional discretionary and non‑discretionary management and consulting for assets held away.

The firm’s investment process is goal‑focused: it collects client objectives and risk tolerance to set strategic asset‑allocation targets, employs periodic rebalancing, and uses a mix of fundamental, technical and cyclical analysis to implement portfolio decisions. In practice TSN manages most relationships on a non‑discretionary basis—seeking client approval for each trade when non‑discretionary authority is elected—and provides client education, rollover guidance, and periodic investment reporting without execution authority on held‑away accounts.

TSN is notable among multi‑team firms for the scale of its non‑discretionary business and for offering affiliated accounting and tax services; the brochure discloses about $282 million in non‑discretionary assets versus roughly $4.7 million discretionary (12/31/2025) and describes ownership‑linked tax and accounting services with related disclosures and conflict‑mitigation procedures. The firm also emphasizes ERISA 3(21) plan support, group enrollment and participant education, and the use of Schwab institutional platform services for custody, trading support and research.