About Wealth Dimensions

About Wealth Dimensions Group

The Wealth Dimensions Story

It begins with you. Wealth Dimensions was founded in 1986 on the belief that your interests come first. Our Cincinnati, fee-based wealth management firm focuses on building strong relationships with you and the community. Our knowledgeable financial advisors are dedicated to meeting the needs of our clients, their families and future generations. It’s the element of trust that is the foundation of our relationships. Our experienced team consists of a group of financial services professionals dedicated to helping people make informed decisions that directly impact their financial future. Our advisors are Certified Financial Planners™ professionals (CFP® professionals), highly educated in all aspects of financial planning and trained to meet a fiduciary standard of care and diligence. Learn more about our financial advisors.

How We’re Different – Financial Planning that Puts You in Control

Wealth Dimensions is tireless in helping clients achieve their personal goals through an integrated approach to financial planning and exceptional ongoing service. This commitment is what makes Wealth Dimensions stand apart. Our clients include business owners, family businesses, doctors, dentists and other successful individuals, who look to us to help them grow and protect their financial future. Wealth Dimensions becomes your partner, helping you to make the right choices and being there along the way to assist you. Learn more about our Dimensions of Wealth process. Our services are provided on a fee basis, eliminating commission and product-based compensation that create conflicts of interest inherent with most financial advisors. This allows us to provide objective, tailored financial solutions. Our advice is based solely on your unique circumstances and needs, helping you see where you are today, and providing a clear path to designed to take you where you want to be in the future.

Learn How We Can Help You

Gain control over your financial future. Contact us for a free consultation.

Learn More: Download the Wealth Dimensions Overview.

Awards & Recognition