Rick Spillane

As a client of F2 Wealth, you will enjoy a sense of freedom that comes with having the confidence that you are making the best financial decisions for you and your family. The clients we serve tend to be mid to late career professionals or small business owners. Oftentimes it's a blend of both where we have helped clients successfully navigate the transition from employee to entrepreneur. One area of focus that is shared with all of our clients is planning for a successful retirement. We incorporate both life planning and financial planning to help you navigate the transition from your working years to your retirement years so that you can live your best life. Our clients choose to work with us for our experience and the breadth and depth of the services we offer. Some services are reoccurring while others may only be needed during certain stages of life or life events. Whatever your needs, we follow a rigorous client service calendar that allows you to benefit from our range of services on a proactive basis. These services include, life planning, financial planning, tax planning, investment management, estate planning, insurance planning, and retirement planning. Within these areas there are certain areas of specialization that clients further benefit from including stock option planning, inheritance planning, education planning, retirement income planning, and business planning for the self-employed. Now that you’ve learned about the clients we serve and what we do, you may be interested in a more personal introduction. I’m Eric Ross, CFP®, Principal and Lead Advisor at F2 Wealth. I’ve served as a senior leader during my career as a management consultant and wealth advisor at global firms and boutique firms. Over the course of my career I’ve had the opportunity to serve hundreds of individuals and families seeking to be stewards of their financial lives. I’ve been a speaker at financial industry conferences and my expertise has appeared in national media outlets. I volunteer as a Certified Business Coach to help entrepreneurs successfully launch their businesses. I’m also highly engaged in the financial planning community having served in leadership roles at national organizations and participating in the financial planning student program at The Ohio State University where I also serve as a mentor in The Fisher College of Business. I’m excited to meet you and to help you lead a confident financial life.

Hey there! I'm David Wiedmeyer, a Certified Financial Planner™. I run KLD Wealth Management, a fee-only financial planning firm. We're a bit different because we only charge fees and focus on helping Gen X and Millennial families and real estate investors. So, what's our deal? Well, we're all about helping families like yours become financially independent. We want you to be in control of your money. How? By focusing on stuff you can control, like making a budget, planning for taxes (so you don't pay more than you have to), deciding where to invest your money (including your 401(k)), and teaching you all about this money stuff so you can make smart choices for your family's future. Oh, and we're big fans of real estate. We think it's a great way to make money. Whether you're just starting as a landlord or you already own a bunch of properties, we'll help you create a plan to reach your financial goals. If you're considering investing in real estate on the side, want to make some extra money for your family, own rental properties, inherited some, or want to make the most of your home, we're here for you. And guess what? We're not like those big financial companies that work for Wall Street. Nope, we work for you! That's why our fees are clear and fair. Real estate might not be everyone's cup of tea, but there are many ways to include it in your investment plans. We promise to help you figure out what's best for you and make a plan that fits your life and what you want. Oh, and one more thing – we can work with you online from anywhere or meet up if you're in the Cincinnati area. Interested in learning more? Give us a shout, and let's chat!