Wealth Dimensions is honored to be listed as one of the leading financial planning firms for 2014 that is committed to working with physicians, surgeons and other medical professionals.
As part of the selection process for the Best Financial Advisers for Doctors, Medical Economics revised the listing candidates to ensure they met specific financial industry criteria, such as credentials, financial planning experience, educational background and being in good standing with no disciplinary action against them through the Securities and Exchange Commission and Financial Industry Regulatory Authority.
Based in Cincinnati, 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.