We are a fully integrated, one-stop-shop for wealth management that aligns financial goals to match your life goals. . . . #truepoint #wealth #finance #financialadvisor #fiduciary #personalfinance #financialplanning #lifeplanning #financialgoals #retirement #financialfreedom #investing #save #money #cash #stocks #estate #trust #tax #insurance #cincinnati #ohio #cincy #blueash
Truepoint Wealth Counsel
Financial Services
Cincinnati, Ohio 1,396 followers
Your money simplified, so you may simply live.
About us
Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility. This is life and wealth, well managed.
- Website
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http://www.truepointwealth.com
External link for Truepoint Wealth Counsel
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Cincinnati, Ohio
- Type
- Privately Held
- Founded
- 1990
- Specialties
- Financial Advisory & Investment Management, Expertise working with P&G and GE Employees, Institutional Investment Management, Financial Planning, Wealth Management, Fee Only, Financial Advisor, Investing, Tax, and Estate Planning
Locations
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Primary
Get directions
9999 Carver Road
Suite 200
Cincinnati, Ohio 45242, US
Employees at Truepoint Wealth Counsel
Updates
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Financial planner Michelle Stevens, CFP® presented on the Intersection of Wellness and Financial Planning at the Cincinnati Bar Association’s Give Your Career a Voice program this week. Michelle shared her perspective on the importance of understanding your financial reality in order to better prepare yourself for a successful future.
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Last week we celebrated the retirement of long-time Truepoint advisor Elizabeth Niehaus CFP®! After 17 years with Truepoint, Liz is looking forward to her 'second act' in her new home on Hilton Head Island. Read Liz's own reflections on her career and her retirement on the Truepoint blog: https://lnkd.in/gU85vWSb
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A few members of our team enjoyed a fun night out at the Cincinnati Art Museum's "A Happening: Press Play" on Saturday. Truepoint was proud to sponsor this year's event, themed around the museum's latest exhibition, The Culture: Hip Hop and Contemporary Art in the 21st Century. If you're local to Cincinnati, be sure to plan a visit to the see the exhibition this summer! Thanks to the CAM Catalysts for hosting a great evening!
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Many people find themselves wondering this when thinking about the future of their finances, but the real question is...enough for what? We believe that everyone needs a clear and inspiring vision for the future. Take our short quiz to automatically receive a personalized summary of your financial outlook. Don't wonder any longer—start mapping the route to your ideal future now: https://lnkd.in/gmFUwaBE
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Our team gathered last week for an early Juneteenth celebration with a fun cooking demonstration and delicious meal from Chef Gabi Odebode! Chef Gabi is the founder of Afromeals, offering catering services and African and Caribbean cooking classes for groups of all sizes. Thank you, Chef! We hope everyone enjoyed a relaxing holiday yesterday!
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We're proud to support wonderful organizations like New Life Furniture Bank and the incredible work they do in our community!
We are so grateful to have Truepoint Wealth Counsel returning this year as a Fairways for Furniture Sponsor. Truepoint, recognized as one of Forbes America's Top RIA Firms, is a leader in wealth management, dedicated to helping individuals and families achieve their financial goals. Their commitment to community service and social responsibility is aligned with our mission at New Life Furniture Bank. Thank you 🙏, Truepoint, for your continued commitment to making a positive impact in our community.
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Congratulations to Elizabeth Niehaus CFP® on her upcoming retirement after 17 years of service and truly relentless effort on our team! While we will miss her, we are also excited for her as she embarks on a new chapter of her life. "It’s these relationships [with my clients] that I’ll miss most in this new chapter. I’ve celebrated countless weddings, anniversaries, births, retirements, and more alongside clients over the years—and I hope to continue to do so even in my own retirement. I’ll also miss working with our team here at Truepoint. I love my teammates and I truly believe we have the best team in the industry."
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Looking forward to seeing the impact David J. Bross, JD and this group will have through the Greater Cincinnati Foundation!
We are excited to welcome a new Chartered Advisor in Philanthropy (CAP®) Study Group to GCF! The cohort, facilitated by Michele Carey, CAP® and Terence Horan, CLU, ChFC, is building a foundation for their work with charitable clients through the The American College of Financial Services curriculum. Learn more about this designation and the other ways that GCF convenes professional advisors across disciplines: https://lnkd.in/e4jw4bTd
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Ready to join the team? We're looking to add a Truepoint Wealth Advisor and an HR Manager to our team. Learn more about available roles at https://lnkd.in/e277nUr • HR Manager: An experienced HR professional with strong analytical, organizational, problem-solving, and time management skills and a positive, client/employee-centric mindset. • Truepoint Wealth Advisor: An experienced CFP, CFA, or CPA with a positive, client-centric mindset, great interpersonal skills, and passion for delivering fiduciary guidance and financial education.
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