Started at a kitchen table, built on long relationships
Expert Wealth Manage began in 2008, when our founders saw how often families received conflicting advice from a banker, a broker, a tax preparer and an insurance agent who never spoke to each other.
We set out to build something different: a single firm where one advisor understands your loans, investments, taxes and insurance together, and where every recommendation is explained before it is made. That idea has grown into a team of planners, analysts and client service specialists working from our office at 932 Mound St in Cincinnati.
Today we serve more than 1,400 households, from young professionals buying a first home to retirees planning their legacy. What has not changed is how we work. We listen first, we put our advice in writing, and we stay with you for the long run.
Years serving the Tri-State area
Households and businesses advised
Client retention year over year
Coordinated planning services
The principles behind every recommendation
Clarity
Plain language, written plans and fees you understand before you sign anything.
Loyalty
As fiduciaries we owe our loyalty to you, not to a lender, fund company or insurer.
Patience
Wealth is built over decades. We favor steady, disciplined choices over quick wins.
Care
We remember the people behind the numbers and the moments that matter to them.
How we have grown
Each step added a capability our clients asked for, so their whole financial life could be planned under one roof.
See Our Services →Founded in Cincinnati
Two advisors open a small office with a promise to give coordinated, fee-transparent advice.
Lending guidance added
Personal, credit and mortgage loan planning join the practice so borrowing fits the wider plan.
Tax advisory team formed
Year-round tax planning becomes part of every investment and retirement plan we write.
Insurance reviews launched
Independent policy audits help clients close protection gaps without being sold a product.
New home on Mound Street
We move into our office at 932 Mound St to welcome a growing family of clients.
Let us get to know you and your goals.
Visit us at 932 Mound St, Cincinnati, OH 45203, USA or meet by video. Your first review is complimentary.