Table of Contents
Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.
If you’re in Cincinnati and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.
- RedTree Investment Group
- Queen City Financial Advisors LLC
- Queen City Capital Management
- Dougherty & Associates
- Baird Private Wealth Management
- Brecek & Young Financial Services
- Meyer Capital Management LLC
- Wilson Crone
- Truepoint Wealth Counsel
- Global Wealth Investments
1. RedTree Investment Group
RedTree Investment Group is a specialized investment advisory firm headquartered in Cincinnati, Ohio, dedicated to serving public sector organizations such as municipalities, schools, and community institutions. With over 100 years of combined experience in fixed-income markets, their team of CFA® charterholders and seasoned professionals offers tailored investment strategies that align with the unique objectives and compliance requirements of public entities.
Address: 4016 Allston St, Suite 4, Cincinnati, OH 45209
Phone: (888) 596-2293
Email: [email protected]
Website: redtreeinv.com
2. Queen City Financial Advisors LLC
Queen City Financial Advisors is a full-service financial planning and wealth management firm committed to guiding individuals, families, and professionals toward achieving their financial aspirations. Situated in the heart of Downtown Cincinnati, Ohio, the firm has been a trusted partner for over 25 years, offering personalized strategies that align with clients’ evolving life goals.
Address: 212 East Third Street, Suite 100, Cincinnati, OH 45202
Phone: (513) 721-2513
Website: queencityadvisors.com
3. Queen City Capital Management
Queen City Capital Management is an independent wealth management firm headquartered in Cincinnati, Ohio, dedicated to providing personalized financial solutions to individuals, families, and business owners. With a focus on long-term financial success, the firm offers a comprehensive suite of services designed to help clients navigate the complexities of wealth management and achieve their financial goals.
Address: 212 East Third Street, Suite 100, Cincinnati, OH 45202
Phone: (513) 721-6089
Email: [email protected]
Website: queencitycapitalmanagement.com
4. Dougherty & Associates
Dougherty, Tedesco & Associates is a distinguished wealth management and financial planning firm based in Cincinnati, Ohio. Founded in the early 1980s by Charlotte Dougherty, CFP®, the firm has grown into a trusted advisor for professionals, executives, and families seeking personalized financial guidance. Now led by advisors Andrew Tedesco, CFP®, and John Dougherty III, MBA, CFP®, CRPC®, the firm offers a comprehensive suite of services, including financial planning, investment management, retirement strategies, and estate planning. Their client-centric approach emphasizes building lasting relationships and providing tailored solutions to help clients achieve their financial goals. With a commitment to integrity and excellence, Dougherty, Tedesco & Associates continues to serve as a reliable partner in navigating the complexities of financial life.
Address: 8044 Montgomery Rd, Suite 450, Cincinnati, OH 45236
Phone: (513) 745-7007
Email: [email protected]
Website: dougherty-associates.com
5. Baird Private Wealth Management
Baird’s Cincinnati office is a distinguished wealth management firm committed to guiding individuals, families, and organizations through every stage of their financial journey. Situated at 3805 Edwards Road, Suite 610, Cincinnati, OH 45209, the firm offers a personalized approach that aligns clients’ financial strategies with their unique life goals. As an independent, employee-owned firm, Baird emphasizes long-term relationships built on trust, transparency, and a deep understanding of each client’s aspirations. Their comprehensive services encompass investment management, retirement planning, estate planning, and tax-efficient strategies, all tailored to foster financial security and legacy preservation. Recognized for excellence, Baird’s Cincinnati team, including the Smith & Colangelo Group, has been honored by Forbes as a 2024 Best-In-State Wealth Management Team. Beyond financial services, Baird is deeply invested in community engagement, encouraging associates to contribute to local initiatives and charitable causes. For more information or to schedule a consultation, visit cincinnati.bairdwealth.com.
Address: 3805 Edwards Road, Suite 610, Cincinnati, OH 45209
Phone: (513) 758-8400
Website: cincinnati.bairdwealth.com
6. Brecek & Young Financial Services
Brecek & Young Financial Services is a full-service financial advisory firm committed to delivering personalized financial solutions that empower individuals, families, and business owners to achieve their financial goals. Located at 312 Walnut Street, Suite 1600, Offices #77 and #82, Cincinnati, OH 45202, the firm emphasizes face-to-face relationships and customized strategies tailored to each client’s unique needs.
Address: 312 Walnut Street, Suite 1600, Offices #77 and #82, Cincinnati, OH 45202
Phone: (513) 762-7600
Website: brecekandyoung.com
7. Meyer Capital Management LLC
Meyer Capital Management LLC is a distinguished, fee-only investment advisory firm committed to delivering personalized financial solutions that align with clients’ unique goals and values. Located at 7655 Five Mile Road, Suite 209, Cincinnati, OH 45230, the firm offers tailored investment advice and portfolio management services to individuals and families. With over 25 years of experience, Meyer Capital Management emphasizes integrity, discipline, and meticulous attention to detail, ensuring clients receive guidance that fosters financial security and peace of mind. Operating exclusively as a fiduciary, the firm avoids conflicts of interest by not selling commission-based financial products. Meyer Capital Management has earned recognition for its commitment to ethical practices, including the Better Business Bureau’s 2004 Torch Award. Serving clients primarily in Ohio, Kentucky, and Texas, the firm’s advisors are dedicated to helping clients preserve and grow their wealth through customized investment strategies. For more information or to schedule a consultation, visit meyercapital.com.
Address: 7655 Five Mile Road, Suite 209, Cincinnati, OH 45230
Phone: (513) 772-3600
Email: [email protected]
Website: meyercapital.com
8. Wilson Crone
Wilson Crone is a distinguished financial advisory firm based in Cincinnati, Ohio, offering comprehensive wealth management and financial planning services to clients across more than twenty states. Established in 1990 by Joseph and Stephen Crone, the firm is dedicated to guiding individuals and families through the complexities of personal finance with a personalized, team-based approach.
Address: 250 West Court Street, Suite 125 E, Cincinnati, OH 45202
Phone: (513) 784-1600
Email: [email protected]
Website: wilsoncrone.com
9. Truepoint Wealth Counsel
Truepoint Wealth Counsel is a distinguished, fee-only fiduciary wealth management firm committed to delivering comprehensive financial solutions that align with clients’ personal values and life goals. Established in 1990 and headquartered at 9999 Carver Road, Suite 200, Blue Ash, OH 45242, Truepoint is 100% employee-owned and renowned for its integrated approach to financial planning.
Address: 9999 Carver Road, Suite 200, Cincinnati, OH 45242
Phone: (513) 792-6648
Website: truepointwealth.com
10. Global Wealth Investments
Global Wealth Investments is a distinguished investment firm committed to empowering individuals and businesses to achieve financial prosperity. With a global presence and a client-centric approach, the firm offers a range of services designed to meet the diverse needs of its clientele.
Address: 2232 Stratford Ave, Suite 210, Cincinnati, OH 45219
Phone: (513) 793-3076
Website: gwinvestments.co
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
