Creative Planning of Cincinnati

Creative Planning of Cincinnati is a financial planner in Cincinnati, OH. The firm provides comprehensive wealth management and financial planning services, serving clients across all 50 states and abroad through a network of offices. Specific services include family office services, investment management, strategic tax planning, charitable planning, estate planning, and risk management. The firm offers fiduciary advice to help clients integrate all aspects of their financial life into a comprehensive, actionable plan. It holds a rating of 4.90 based on 1 review.

The firm describes itself as a leading independent advisory firm that delivers customized wealth management solutions. Its approach includes making meticulous investment decisions based on core investing principles and evaluating all areas of a client's financial life for tax efficiency. The firm also offers business valuations, audit and attest services, and retirement plan services for businesses of various sizes, including publicly traded companies, large private companies, small businesses, start-ups, and government entities. It provides in-house employee benefits attorneys and ERISA law specialists to support employers with defined contribution and defined benefit plans.

The location is situated at 9340 Montgomery Rd, Suite 202, in Montgomery, OH. It is located on Montgomery Road, about a short distance from Triangle Point Plaza. The Ronald Reagan Cross County Highway is about 0.2 miles away, and Remington Road is about 0.3 miles from the office.

Services:

• Estate Planning
• Family Office Services
• Financial Planning
• Investment Management
• Legacy and Estate Planning
• Tax Services
• Tax and Financial Planning
• Ultra-Affluent Wealth Management