Wealth Dimensions Group has been featured in the “2013 Best Financial Advisers for Doctors” publication of Medical Economics. This list recognizes Wealth Dimensions as one of the best financial advisers for doctors based on their credentials and experience with physicians, surgeons and other medical professionals for the third year in a row.
Medical Economics uses specific selection criteria to verify company listings for their annual list. 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 Blue Ash, Wealth Dimensions has proudly served their clients for more than 25 years. Wealth Dimensions focuses on helping dentists, physicians, 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.