Danielle Seurkamp| MS, MPAS®, FBS, CFP®
The Asset Advisory Group
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Estate Planning
- Cash Flow and Budgeting
- High Net-Worth Clients
- Women's Financial Issues
- Fee-Only Financial Planning
- Financial Review
- Tax Planning
- Insurance Services
- College 401(k) and IRAs
Cincinnati, OH 45140
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Growing up, money was very mysterious to me. The people around me had very different relationships with it. On one hand, I saw a person who seemed to ignore it completely. It came and went, sometimes there was enough and sometimes there wasn’t. On the other hand, I saw someone who put tremendous value on it and prioritized it more than most anything else in life. Of course, I didn’t spend much time thinking about that as a child, but as I got older and started thinking about my own relationship with money I realized that these examples had made an impact. They helped me develop a sense of responsibility and to greatly value the peace of mind achieved by an awareness of my financial situation. They also taught me to hold on to the important things in life and to never define our means as anything more than a means to an end. Saving lots of money isn’t the goal; it’s the thing we do to achieve our goals.
Wanting to share the peace of mind that I found by understanding my financial life, I pursued a career in financial planning. It allows me the opportunity to take care of people by eliminating just a little bit of life’s uncertainty. I enjoy helping people address the decisions we all face about how to best use our assets and opportunities. Of course doing that involves spending a lot of time thinking about finances, but to be truly successful I have to spend just as much time thinking about the people themselves and how we can turn their resources into realized visions.
I am grateful that my background taught me how much our finances can impact our day-to-day lives. That knowledge is what inspires me to help people enjoy today and be prepared for tomorrow.
We work solely with individuals and families. We do not manage investment portfolios for corporations, endowments, or other large organizations. This focus allows us to provide individual attention to each client, tailoring our relationship to your specific needs. Working with your own dedicated advising team, you are always working with a team who knows you, your family and your goals well.
We are registered with the Securities and Exchange Commission as a Registered Investment Advisory firm and are therefore held to a fiduciary standard. This means we must act solely in the best interest of our clients. The Asset Advisory Group is not affiliated with any bank, insurance company or brokerage firm. Our sole compensation comes from the fees we are paid by our clients for investment management and financial planning. We want you to be confident that our advice is not influenced by a commission or a sales quota. Our recommendations will be based on what is most appropriate for you after listening to and evaluating your needs and goals.
We have grown over the years solely through referrals. We limit the number of clients each advisor serves to maintain the high level of proactive service and attention that our clients deserve. We do not believe in growth at the expense of our existing clients. We welcome new clients, but serving our existing clients is always our first priority.