- 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
Cincinnati, OH 45249
Robert Grossheim is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
- 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.