10 Best Financial Advisors in Cincinnati (for 2019)

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Ryan Friend

September 17, 2019  •  4 min read

With wonderful food and numerous cultural institutions, Cincinnati, Ohio is the place to be in the United States. It also has a lot of economic activity, and people who might need the help of a financial advisor. Fortunately, Cincinnati is also home to plenty of excellent financial advisors. We have compiled a list of the absolute best financial advisors in Cincinnati for you to peruse.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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Here are the top five best financial advisors that Cincinnati has to offer:

Fort Washington Investment Advisors, Inc. 

Fort Washington Investment Advisors, Inc. has over $54 billion in assets under management and is the largest investment advisory firm on this list. To work with them, you will need $500,000 in investible assets, and as such, they mostly work with high net worth individuals.

This firm was formed in 1990 and there are 89 financial advisors who work for the firm. Among their staff they have six certified financial planners (CFPs), four chartered fianncial analysts (CFAs), and other wealth advisors who will work in your best interest. They work with you to create a custom financial plan that is centered around your individual financial needs and financial goals. They use all the following options for their investments: long-term purchases, short-term purchases, options, short sales, derivatives, domestic and international equities, and private equity securities.

You can expect the following working with Fort Washington Investment Advisors, Inc.:

  • A fee-based compensation structure
  • Fees charged as a percentage of assets under management
  • Additional expertise in charitable giving-related advisory services

Bahl & Gaynor Investment Council 

Bahl & Gaynor Investment Council, our second choice, managing over $11.65 billion in assets on behalf of its clients. Like Fort Washington, this financial group primarily only deals with high net worth clients. Founded in 1990, they have a $750,000 minimum asset requirement and a $7000 minimum annual fee. They have 21 financial advisors on staff, including quite a few CFAsCPAsCFPs, and other professionals able to provide expert planning services.

For its investing strategy, the firm has six different portfolio models available to its clients. These portfolios are designed around risk levels, liquidity needs, and financial goals. The portfolios types are: Quality Growth, Income Growth, Mid Cap Growth, Small Growth, Small/Mid Cap Income Growth, and Total Return Bond Strategy.

You can expect the following working with Bahl & Gaynor Investment Council:

  • A fee-only compensation structure
  • Complete transparency of fees
  • A variety of portfolio models for you to choose from based on your preferences. Whether you’re looking for mostly stock options or a more stable portfolio management plan, their wealth management services can accomodate
  • Financial services including retirement planningestate planning, and others that can amount to total wealth planning.

Johnson Investment Council, Inc. 

With over $10.42 billion in assets under management, Johnson Investment Council, Inc.  (founded in 1965) is our third pick and a solid wealth management firm for many people, employing 57 advisors to accommodate a wide range of planning and management needs. The minimum account size to work with Johnson Investment Council is $500,000.

An experienced firm, the company has lasted so long because its strategies are sound. The company creates custom portfolios for each of its clients and it is known to invest in individual stocks. Tactical asset allocation is a strategy that is also frequently used by the company.

You can expect the following working with Johnson Investment Council, Inc.:

  • A fee-only compensation structure
  • Tax planning from tax professionals and life insurance expertise
  • Periodic rebalancing of your assets depending on the performance of your investment portfolio and your current financial situation, helping to ensure financial security
  • Other services that might help business owners

Bartlett Wealth Management 

Bartlett Wealth Management has over $4.19 billion in assets under management and has a $500,000 minimum account requirement. The wealth planning firm primarily serves high net worth individuals. It is also the oldest firm on this list, having been founded in 1898. Its age speaks to its effectiveness. 

In terms of its investment strategyBartlett Wealth Management says that wealth preservation is more valuable than promises of big returns.

You can expect the following working with Bartlett Wealth Management:

  • A fee-only compensation structure
  • A large focus on financial planning to accommodate big family events such as the death of a life partner or spouse, or the birth of a child or grandchild
  • Options for environmental and socially responsible investing 

Truepoint Inc. 

Truepoint Inc. is our last choice, and manages over $2.80 billion on behalf of its clients. There is no set minimum account size in order to work with Truepoint Inc., which makes the best option out of these five for people who do not have a substantial net worth. 

Truepoint Inc. was founded in the year 1990 and has 23 financial advisors on its staff. Despite the fact that this investment management firm does not have a minimum account size for clients, the company still primarily works with high net worth individuals and families. Truepoint describes its investing strategy as “buy, hold, rebalance.” So, if you work with the company, you can expect the majority of your investments to be held for more than one year. You can expect periodic rebalancing, based on investment performance.

You can also expect the following working with Truepoint:

  • A fee-only compensation structure which eliminates conflicts of interest
  • A strong focus on ETFs and mutual funds for investments
  • Consistent monitoring of your portfolio with rebalancing whenever necessary 

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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All five of these financial advisors are excellent. However, before you make your final decision about which advisor to work with, you should conduct further research and speak with at least a few of these firms. There’s no perfect answer, only the right answer for your financial life. We wish you the best of luck with your financial future.