A complete list of active advisors currently associated with 212 Wealth Management Group, LLC
Warmer can help you find a great advisor at 212 Wealth Management Group, LLC or one who fits your needs even better.
212 Wealth Management Group, LLC is a registered investment adviser that provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, corporations and retirement plans. The firm charges percentage-of-assets-under-management fees and offers a wrap-fee program for accounts custodied at Charles Schwab. Investment decisions are driven by a multi-factor equity model that combines fundamental, technical, and quantitative analysis, while fixed-income exposure is generally achieved through mutual funds, ETFs, and closed-end funds. Portfolios are tailored to client time horizons, risk tolerances and objectives, the firm manages accounts on a discretionary basis, and it may recommend third‑party managers or models when appropriate. Notably, the firm is newly formed (operations beginning in 2026) and reported no assets under management as of its most recent brochure, and it is wholly owned and supervised by a single principal who serves as the firm’s senior officer. The principal is also a licensed insurance agent (disclosed as a potential source of commissionable business), the firm does not accept performance-based fees, and it discloses reliance on Charles Schwab’s custodial and support services.
To learn more about the advisors currently working at 212 Wealth Management Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Loveland, OH
| 6
| |
Loveland, OH
| 20
|
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