Danielle Seurkamp

MS, MPAS®, FBS®, CFP®

The Asset Advisory Group

Financial Advisor

Danielle Seurkamp

MS, MPAS®, FBS®, CFP®

The Asset Advisory Group

Financial Advisor

The beauty of financial planning is that it converts the time you spend wondering about money into time spent confidently enjoying life. - Danielle Seurkamp, MS, MPAS®, FBS®, CFP®

(513) 771-7222

Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country

Danielle Seurkamp is a Cincinnati, OH fee-only financial planner

The good life is about feeling comfortable to do what makes you happy without letting financial worries get in the way. Without a complete picture of your finances, that can be hard to achieve. Dreams get put on hold while you wonder if you can afford them. Decisions get made but you question whether you made the best choice. The future gets closer and you want to know if you’re on track.

It doesn’t have to be that way. With the financial clarity you gain from working with a TAAG CERTIFIED FINANCIAL PLANNERTM, you’ll be confident that your choices are helping you realize the life you’ve always wanted.

Danielle Seurkamp is a Fee Only Financial planner in Cincinnati, OH, and a NAPFA-Registered Financial Advisor.  In 2017, she was granted the New Professional Award from the National Association of Personal Financial Advisors, an honor only two other advisors in the U.S. have ever received.  Her financial planning blog can be seen on Yahoo Finance, MSN Money, Investopedia and Nasdaq and she has been featured and quoted in the Wall Street Journal, Kiplinger and Financial Planning magazine amongst others. 

Danielle's Money Story

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.

Danielle Seurkamp is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Fee-Only Financial Advice for Every Stage of Life

No matter your age, we equip you with the objective advice you need to make your next chapter the best one yet.

A Process for Progress

We lay the groundwork for the good life in the first 100 days of our relationship. In that time, we’ll work with you to coordinate the individual parts of your financial life and ensure they are all working together toward your most important goals.

Modern Financial Planning

Whether it’s understanding how people and money interact or how you can invest for both profit and purpose, we stay on the frontier of financial planning and investment management. We combine our 30 years of experience with the latest techniques and technology so you have exactly what you need to thrive in the modern world of money.

Old-School Service

Now more than ever, your time is as precious a resource as your money. That’s why we personally answer the phone when you call, respond to questions the same day and get things done right the first time. Automation and technology are only an enhancement to the remarkable service and attentive support you will come to expect from our team.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Danielle Seurkamp is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Danielle Seurkamp

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Office Locations:

  • 9200 Montgomery Rd.
    Cincinnati, OH 45140

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