Family Wealth Advisory Group, LLC

James Hoskins is a CFP® professional with 22 years of experience in the financial services industry. He has been with Family Wealth Advisory Group, LLC since 2005 and also maintains affiliations with Lincoln National Life Insurance Company and Lincoln Financial Advisors. Outside of his advisory work, Hoskins serves as a trustee and instructor for the Southern Ohio chapter of the American Education Foundation, a nonprofit focused on college financial aid planning. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only approach and uses a core-and-satellite investment strategy with global diversification, incorporating both passive index funds and selected active funds.

Benjamin Grossheim is a financial advisor at Family Wealth Advisory Group, LLC in Cincinnati, OH, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Fidelity Investments and H&R Block, as well as experience in non-financial sectors such as pest control and retail. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach combining passive index and ETF positions with selective active funds, offering both discretionary and non-discretionary mandates.

Benjamin Linser is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services LLC for 13 years before joining Family Wealth Advisory Group, LLC in 2017, where he is currently an advisor. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach with a global diversification strategy, managing approximately $335 million in assets and offering both discretionary and non-discretionary mandates.

Herbert Huesman is a financial advisor at Family Wealth Advisory Group, LLC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory roles, he has been involved in insurance sales as vice-president of John J. & Thomas R. Schiff & Co. Inc. since 1983 and president of Herbert S. Huesman & Associates Inc. since 1985. He also runs a custom golf club repair and assembly business. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach with global diversification, manages approximately $335 million in assets, and offers both discretionary and non-discretionary mandates.

Robert Grossheim is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Family Wealth Advisory Group, LLC since 2004. Outside of his advisory role, Grossheim is the owner and main instructor of Japanese Karate Do, LLC, a martial arts school he manages and instructs. Family Wealth Advisory Group provides wealth management, investment supervisory services, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a core-and-satellite investment approach with global diversification and offers both discretionary and non-discretionary mandates.