Wealth Dimensions recently welcomed Tom Schiller, Jr. as a financial advisor to the firm. “The addition of Tom to our team demonstrates our continued commitment to hiring highly talented advisors... Read More
Wealth Dimensions Group announced that Thomas M. Cooney, CPA, CFPTM, CExPTM, CFF® has joined the firm as a senior financial advisor. Tom will leverage his extensive experience of advising privately... Read More
Wealth Dimensions is hiring a client services associate to ensure the delivery of an extraordinary experience for our growing client base. Expertise required A minimum of three years of experience working... Read More
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
Wealth Dimensions Group announced that Dan Vogelpohl has joined the firm as a principal. In this role, Vogelpohl will focus on building client relationships within the Greater Cincinnati community to... Read More
Wealth Dimensions is honored to be recognized by the Wounded Warrior Project® for their contributions, exemplary commitment and outstanding support in 2016. The Wounded Warrior Project is dedicated to providing the... Read More
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... Read More
Wealth Dimensions was named one of the Best Financial Advisers for Doctors by Medical Economics magazine. Wealth Dimensions is honored to be listed as one of the leading financial planning... Read More
Cincinnati Based Financial Advisory Firm Named Finalist for 2014 Goering Center Family and Private Business Awards Wealth Dimensions Group has been selected as a 2014 Goering Center Family and... Read More
Dental Practice CoverWealth Dimensions Group has been selected as one of 2014 Best Financial Advisers for Dentists by Dental Practice Report magazine in their April issue. Wealth Dimensions is proud... Read More
Recently, a reporter for the Wall Street Journal spoke to Wealth Dimensions co-founder, Doug Loftus, about what physicians should consider when evaluating whether to sell a practice or remain independent?... Read More
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... Read More