Creative Planning of Cincinnati

Creative Planning of Cincinnati is a financial planner in Cincinnati, OH, located at 9340 Montgomery Rd Suite 202. The firm provides private wealth management and financial planning services to individuals, families, and businesses. Their planning-led approach involves fiduciary advisors working with in-house certified public accountants and attorneys to address every aspect of a client’s financial life. Services include customized investment portfolios, tax-efficient giving strategies, strategic philanthropy, and family governance solutions designed to preserve wealth across generations. The team also offers business valuation reports, audit and attest services, and payroll and human capital management solutions. Creative Planning serves clients across all 50 states and abroad. The business holds a rating of 4.90 based on 1 review.

The Cincinnati-area wealth managers help clients integrate all aspects of their financial life into a comprehensive, actionable plan. The firm evaluates all areas of a client’s financial life for tax efficiency, identifying strategies that may help reduce tax burdens while seeking to maximize after-tax returns. They provide strategic philanthropy solutions that align with client values and help maximize tax benefits. For business owners, the team offers extended consultation to help bridge gaps between maximizing valuation, planning for exit or succession, selling a business, and managing the proceeds of a sale. The firm works closely with BerganKDV, an independent and separately governed licensed CPA firm, to provide audit and attest services that meet industry standards.

The business offers specialized services such as business valuation reports, retirement plan advisory for plan sponsors, and audit and attest services. Their team includes professionals certified by the American Society of Appraisers, the American Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts. Additionally, they provide payroll and human capital management solutions, as well as legal services through Creative Planning Legal, P.A., to assist with entity structuring and fiduciary responsibilities.

Creative Planning of Cincinnati is known for its positive customer rating and its ability to integrate various financial disciplines into actionable plans for clients in the Cincinnati area.

The business sits on Montgomery Road, just steps from Triangle Point Plaza and a short walk from Montgomery Inn. It is also near the Ronald Reagan Cross County Highway and Remington Road.

BizScoreAI awarded a Content Quality score of 100 out of 100, meaning the website clearly answers customer questions and provides content that AI assistants can quote directly. A Technical score of 92 out of 100 shows the site is secure and indexed properly so search engines can read it without errors. The firm ranks number 1 of 21 Financial planner businesses that BizScoreAI has scored in Cincinnati.

Services:

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