Wealth Dimensions Group has been named to the Medical Economics list of Best Financial Advisers for Doctors for 2015. The team at Wealth Dimensions is honored to qualify as one of the leading financial planning firms for physicians. Wealth Dimensions has developed a deep understanding of the needs of doctors and other medical specialists over their 30 years in business.
Medical Economics bases the selection of applicants 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 30 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 advisers 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.