Andrew Damcevski
Advisor at AJD Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Hello! I’m Andrew, the Founder of AJD Wealth Management. I have been in the financial services industry for over a decade and earned my CERTIFIED FINANCIAL PLANNER™ Designation in 2017. Since 2017, I have worked exclusively as a fee-only financial planner.
Throughout my career, I have been fortunate to work with a wide variety of clients including retirees, pre-retirees, busy families, corporate retirement plans, etc. Prior to starting AJD Wealth Management, I was with a large fee-only firm in Cincinnati; and prior to that, a giant insurance company selling financial products. With AJD Wealth, I get to focus on what I enjoy most - building relationships with my clients, delivering great financial plans, and managing money.
I am on the board of the Financial Planning Association (FPA) Southwest Ohio chapter and I am a member of the XY Planning Network.
AJD Wealth is a fee-only advisory firm for busy families and retirees who are tired of only meeting with their advisor once a year and who don't want to be just another number at a large firm. Our clients are looking for a partner who can help them grow & preserve their wealth. Finances are personal; and a good, collaborative relationship is the bedrock of a solid financial plan. The goal of AJD Wealth is to consistently deliver a boutique-level of service to our clients.
Client services
Based on AJD Wealth
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Demographic focus
Mid-Career Professionals
Established Professionals
Gen X (Born 1965-1980)
Fee options
1%
Location
Cincinnati, OH
Most active in
Andrew D has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Work history
AJD Wealth Management, LLC
2023 - Present (3 years)
RhineVest
2017 - 2023 (6 years)
Truepoint Inc.
2017 - 2023 (6 years)
TruWealth Planning
2017 - 2017 (1 year)
Northwestern Mutual Wealth Management Company
2016 - 2017 (1 year)
Northwestern Mutual Investment Services LLC
2014 - 2017 (3 years)
NORTHWESTERN MUTUAL LIFE Insurance Company
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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