Wealth Dimensions Group has been named by the national magazine, Medical Economics, as one of the Best Financial Advisers for Doctors in 2012. This list recognizes Wealth Dimensions credentials and experience with physicians, surgeons and other medical professionals.
The selection process for Medical Economics was based on several criteria. This includes looking for knowledge and experience across a broad range of issues and specialized financial planning designations that indicate comprehensive expertise. Each applicant is checked against the national databases of the Security and Exchange Commissions (SEC) and Financial Industry Regulatory Authority (FINRA) to ensure good standing with regulators.
Based in Cincinnati, Ohio, Wealth Dimensions has proudly served their clients for more than 25 years. Wealth Dimensions focuses on helping doctors, dentists, business owners, as well as individuals and their families, in planning for a solid financial future. Our team of dedicated financial advisors works with clients to build financial strategies mapped to personal, business and family circumstances and driven by long-term goals. Our commitment is to helping our clients achieve the things that matter most by creating comprehensive and highly personalized wealth strategies for all dimensions of life.