Robert J. Grossheim

Robert J. Grossheim

| CFP®, MBA

Family Wealth Advisory Group

(513) 469-8100

Contact Me

www.fwag.com

Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • Tax Planning and Preparation

Visit Us

7359 E. Kemper Rd
Ste A
Cincinnati, OH 45249
Robert Grossheim is a Fee Only Financial planner in Cincinnati, OH. Robert Grossheim is a NAPFA-Registered Financial Advisor.

Education:

- B.S. in Business Administration from Miami University
- M.B.A. in Finance from Xavier University
- Certified Financial Planner designee (CFP®)
- Chartered Life Underwriter (CLU)

Current and Prior Experience:
- Family Wealth Advisory Group, LLC, Owner and Wealth Manager.
- Lincoln Financial Advisors, Registered Representative and Investment Advisor Representative, Regional Director of Financial Planning.