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Advisors near 41042
Out of 400,000+ nationwide
Bruce R
PFSâ„¢, Series 63, Series 65
Cincinnati, OH
Russo Investment Management
Justin W
Series 65
Cincinnati, OH
J1 Capital LLC
Shawn H
CFP®
Edgewood, KY
Hannegan Wealth Management, LLC
Robert M
CFA®, Series 63, Series 65
Cincinnati, OH
Virgil Wealth Advisory
Mark S
ChFC®, Series 63
Cincinnati, OH
Schmerge Executive Planning Services, Inc.
John S
CFA®, Series 63
Cincinnati, OH
Ten Talents Asset Management
Timothy K
CFP®, Series 66
Cincinnati, OH
Phase Line Financial
Kristine O
Series 63
Cincinnati, OH
Wealth Transitions, LLC
Darin S
Series 66
Lawrenceburg, IN
Schmidt Wealth Management, L.L.C.
Andrew D
CFP®
Cincinnati, OH
AJD Wealth
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.
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Advisors near 41042
Out of 400,000+ nationwide