Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

You may be curious as the origin of our name. The year 1819 holds two important distinctions for the city of Cincinnati. First, it was the year Cincinnati was incorporated and second, it was the year the University of Cincinnati was founded. While our new name is rooted in Cincinnati’s history, we value our relationships all over our country. We’re proud to service clients in over 30 states.

Personalized planning for your financial goals

Dan Snow, CFP^®, AAMS^TM, CRPS^TM

Financial Advisor

Dustin Martin, CFP^®, CEPA^®

Financial Advisor

Mire Jonovski, AAMS^TM

First Vice President, Investments

Jason E Goldberg, CFP^®

First Vice President, Investments

David Rodrigo, CPA*, PFS , CFP^®, MBA, MSBA

First Vice President, Investments

Geoff Ziegler, AAMS^TM

Financial Advisor

Marjorie Blair

Sr. Client Service Associate

Mollie Marot

RJAS Operations Administrator

Cam Porczak

Registered Client Service Associate

Trish Matonhodze

Client Services Associate

Samantha Hoelle

Client Service Associate

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Personalized planning for your financial goals

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Business Owners

Unique solutions for business owners and entrepreneurs.

Niches

Corporate Executives

Helping you manage your financial success

Niches

Endowments & Foundations

Delivering strategic solutions to support and sustain the mission...

Niches

Healthcare Professionals

Helping physicians address their unique needs

Niches

Retirees

Nurturing wealth so you can live a longer, better life.

Niches

Pre-Retirees

Helping you and your family prepare for the coming years in retir...

Niches

Riches do not consist in the possession of treasures, but in the use made of them.

Napoleon Bonaparte