When working with us, you can expect

Expertise to address the complexities in your life.

We offer more than investment management. We provide our clients with the technical know-how and deep experience to address complex financial situations and simplify their lives. Meet our team

Personalized and comprehensive wealth strategies.

We create a personalized financial playbook for every client that includes wealth strategies tied to the quality of life they’re seeking and the impact they want to make in the world. Learn about how we work with clients

Cincinnati fee-only wealth management firm

An unwavering commitment to you.

We are more than a fiduciary. We’re a boutique wealth management firm that sets an extremely high bar for the standard of care we deliver to clients. Our transparent, objective, consultative approach is intended to make you feel empowered and fully informed to make the very best decisions for your life’s journey. Read our firm story

Insights

We are hiring: Financial planner
Wealth Dimensions is hiring a financial planner to work under the direction of our firm’s Managing Members in order to help facilitate our Intentional Wealth Financial Planning process with clients. Expertise required... Read More
Five ways to boost your retirement savings
How many times during 2018 did you contemplate whether or not you are saving enough for retirement? If at least once, then you should review whether you’re making the most... Read More
Quarterly commentary: December 2018
In the final quarter of 2018, the economy and the markets downshifted, as several economic cracks surfaced in areas like housing and auto loans, while concerns over Fed tightening and... Read More