​Eisert Wealth Management, established in 1980 and located in Cincinnati, Ohio, is an independent financial advisory firm specializing in wealth management and preservation for business owners, affluent retirees, and individuals building their wealth. As a branch of Peak Brokerage Services and a correspondent firm of Raymond James Financial, Inc., Eisert combines the resources of a Fortune 500 company with the autonomy of an independent practice, allowing for personalized investment strategies free from corporate mandates. The firm emphasizes a client-centric approach, treating clients like family and tailoring financial solutions to individual needs and life changes. Their mission is to minimize client concerns while maximizing investment outcomes, offering services that include investment management, retirement planning, tax strategies, and estate planning.