Financial Advisors in Cincinnati, OH

Helping you elevate your financial potential

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100 East Business Way

Summit Woods I Building, Suite 360

Cincinnati, OH 45241

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THE Cincinnati, oh TEAM

  • Chris Sparks

    Director, Financial Planning

    Cincinnati, Columbus, Florence

    Chris Sparks

  • David Bailey

    Director, Financial Planning

    Cincinnati, Dayton

    David Bailey

  • Justin Kattau

    Director, Financial Planning

    Cincinnati, Dayton

    Justin Kattau

  • Maria Santiago

    Director, Financial Planning

    Cincinnati, Florence, Tampa-East, Tampa-Westshore

    Maria Santiago

  • Shawn Keller

    Director, Financial Planning

    Cincinnati, Florence

    Shawn Keller

  • Tom Nemec

    Director, Financial Planning

    Cincinnati, Florence

    Tom Nemec

 

 

 

 

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Working with us in Cincinnati, OH

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Cincinnati is here for you, serving the Greater Cincinnati area including Blue Ash, Montgomery, Sharonville, Mason and West Chester. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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