Overview

Looking to acquire a practice in the greater Cincinnati area, to complement our offices in Louisville Kentucky and Centerville Ohio.

Our practice has three advisors who are liked minded in the believe that the client comes first. We work with clients that run the gambit between retired corporate executives to recent college graduates, from medical professions to nonprofit organizations. While we may not be the biggest financial advisory firm, our goal is to be the best.

Last Activity
within 6 months

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