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Showing 1 - 12 of 19 results
EUKLES WEALTH MANAGEMENT, LLC
EUKLES WEALTH MANAGEMENT, LLC
Cincinnati, Ohio
1-24 employees
Eukles Wealth Management offers personalized financial guidance and a comprehensive array of services, including individual wealth management, retirement income strategy management, asset management, and 401(k) plan consulting. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Eukles Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Top Benefits
NORTHCREEK MANAGEMENT, INC.
NORTHCREEK MANAGEMENT, INC.
Cincinnati, Ohio
1-24 employees
Northcreek is a Small Business Investment Company (“SBIC”) investing out of three private investment funds with over $250 million under management. Northcreek provides creatively structured mezzanine debt and equity investments to lower-middle market companies. Northcreek works with management teams, business owners and private equity groups to provide the capital needed for a variety of purposes including the acquisition or buyout of a business, capital for growth including acquisition of equipment, product lines and/or personnel, and capital to deleverage a balance sheet. As a financial partner to over hundreds of businesses, the principals of Northcreek have developed a strong and valued reputation as a trusted and reliable financial partner. Visit our website at NorthcreekMezzanine.com.
Retirement Benefits Rank
Market Competitive
MENCH FINANCIAL, INC.
MENCH FINANCIAL, INC.
Cincinnati, Ohio
1-24 employees
Sit on the company Securities Selection Committee. Supervise and/or perform the day-to-day management of accounts including: transaction download, account reconciliation and review, cash balances, money movement trading and the implementation policy changes. Continuing communication with clients and business associates in reference to money movement, account information and maintenance. Creating and directing trades in reference to the above activities, as well as placing trades when necessary.
Retirement Benefits Rank
Market Laggard
HARVEST FINANCIAL ADVISORS, LLC
HARVEST FINANCIAL ADVISORS, LLC
West Chester, Ohio
1-24 employees
Certified Financial Planner specializing in serving as a Certified Financial Planner(R) Professional to many, including those who have experienced a loss/separation/divorce, women entrepreneurs, and those in the FIRE Movement.
Retirement Benefits Rank
Market Leading
ARDENT CAPITAL MANAGEMENT, INC.
ARDENT CAPITAL MANAGEMENT, INC.
Cincinnati, Ohio
1-24 employees
Serve as Family CFO for UHNW families - quarterbacking all aspects of family finances; public and private investments, debt, real estate and family owned businesses. Ardent is an opportunistic, high-conviction manager with a focus on concentrated portfolios of public equities, preferred shares, microcaps, equity derivatives and merger arbitrage. We also advise on private placements (qualitative, quantitative, and valuation analysis) and completed over $500m in advisory transactions.
Retirement Benefits Rank
Top Benefits
EVERGREEN ADVISORS INC
EVERGREEN ADVISORS INC
Covington, Kentucky
1-24 employees
EVERGREEN ADVISORS, INC. is a sports company based out of 40 WEST 5TH STREET, COVINGTON, Kentucky, United States.
Retirement Benefits Rank
Top Benefits
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CINCINNATI INVESTMENT ADVISORS
CINCINNATI INVESTMENT ADVISORS
West Chester, Ohio
1-24 employees
We specialize in financial advisory services that assist clients with making decisions about their financial future. Our knowledge and access to a wide array of investment products allows us to develop a portfolio that is specific to your goals and personal risk tolerance. As an independent investment service firm we can offer objective advice. At Cincinnati Investment Advisors, LLC we focus on tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. We can diagnose your individual financial condition, develop a strategy and work with you to implement your plan every step of the way. No matter where you are in your financial journey, we endeavor to take you to the next level.
Retirement Benefits Rank
Top Benefits
JRS WEALTH MANAGEMENT
JRS WEALTH MANAGEMENT
Mason, Ohio
1-24 employees
Worked at a distinguished and independent wealth management firm in Arizona, mentored by a seasoned CFP and full advisory staff. Embraced a dynamic learning environment, honing expertise in market analysis, as well as utilizing technical and fundamental tools to review and research market trends. Contributions included generating insightful ETF and Morningstar reports, aiding in portfolio review preparations, updating client annuity reports, and specific market research. Active participation in client and business meetings, gaining invaluable real-world insights and positioning for a successful future in the finance industry.
Retirement Benefits Rank
Market Competitive
FAITH FINANCIAL ADVISORS, INC.
FAITH FINANCIAL ADVISORS, INC.
Loveland, Ohio
1-24 employees
At Faith Financial Advisors our mission is to impact families by helping them make wise financial decisions which enable them to "Live Life Generously!". Founded in 1993, we know there isn't such a thing as a one-size-fits-all approach to your finances. Each of our clients has a unique story. The team at Faith Financial takes the time to listen and understand not just your finances, but your complete circumstances. We are blessed to serve multi-generations of families, we're proud to offer a wide-range of services that can be tailored to your particular needs. We'd love to hear from you. (513) 644-3238 or visit our website: www.faithfinancialadvisorsinc.com Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Faith Financial Advisors, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osiac Wealth does not provide tax or legal advice. Faith Financial Advisors Inc. does not provide tax or legal advice. Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, IL, IN, KY, MN, MT, NJ, NM, NY, OH, PA, TN, TX, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
Retirement Benefits Rank
Below Market
RKCA SERVICES, LLC
RKCA SERVICES, LLC
Cincinnati, Ohio
1-24 employees
RKCA Services, LLC provides financial consulting services to middle-market businesses. All investment banking-related activities are wholly conducted by RKCA, Inc., Member FINRA/SIPC.
Retirement Benefits Rank
Market Laggard
LARMANN FINANCIAL
LARMANN FINANCIAL
Cincinnati, Ohio
1-24 employees
For over 50 years, we have specialized in helping clients pave a path to financial independence. Both businesses and individuals look to us for assistance in identifying and taking advantage of potential opportunities for financial growth. In order to better understand your current financial picture and your future requirements, we will perform a detailed assessment. We then work with you to identify and implement strategies that will assist you in working toward your financial goals, whether it is a business plan or a personal plan. We pride ourselves in client relationships and you can count on us to provide regular, personal contact, innovative ideas and answers to your questions. At Larmann Financial, our number one priority is to become your trusted advocate- making your life easier. 7424 Jager Ct. Cincinnati, OH 45230 Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Larmann Financial is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered representatives and investment adviser representatives of Kestra IS or Kestra AS may only conduct business with residents of the States and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra's Compliance Department at 844-553-7872 Option 6, 2. This communication is strictly intended for individuals residing in the state(s) of CA, FL, IL, IN, KS, KY, NC, OH, SC, WA, and WV. No offers may be made or accepted from any resident outside of the specific states referenced. http://www.finra.org/index.htm http://www.sipc.org/
Retirement Benefits Rank
Market Leading
SIMS INVESTMENT MANAGEMENT, LLC
SIMS INVESTMENT MANAGEMENT, LLC
Cincinnati, Ohio
1-24 employees
Helping individuals and families meet the goals that are most important to them.Sims Investment Management, LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Sims Investment Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Sims Investment Management, LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Retirement Benefits Rank
Top Benefits