CFP®, CPA, AIF®, CEPA
Total Wealth Planning
Fee Only Financial Planner Located in Cincinnati, OH and Serving Clients Nationwide
For over twenty years, Rob has been providing financial planning, investment advice and tax reduction strategies to affluent clients located worldwide. He specializes in maximizing wealth for retirement and financial independence with his experienced expertise involving corporate retirement plans, complex executive incentive compensation programs such as non-qualified employee stock options, incentive stock options, and both restricted and performance based shares. He has advised senior executives at Procter & Gamble, Chevron, General Electric, Johnson and Johnson, Fifth Third Bank and other Fortune 500 companies.
Being credentialed as a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™(CFP®), and a Certified Exit Planning Advisor(CEPA), Rob’s lengthy professional experience advising business owners enables him to integrate his business planning knowledge with personal financial planning strategies in order to maximize and protect the total wealth accumulation accomplished by business owners. His unique combination of expertise is a valuable resource for business owners who desire to maximize the value of their business and to monetize the ultimate value into a diversified result.
Rob’s professional memberships include the American Institute of Certified Public Accountants, the Ohio Society of CPA’s, the Financial Planning Association (FPA), and he is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA) having met that organization’s strict membership requirements. The designation is only available to Fee-Only financial advisors who abide by NAPFA’s Fiduciary Oath “to place the client’s interests first”.
He has also earned the Accredited Investment Fiduciary AIF® designation through the Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. The professional designations awarded by fi360 demonstrate the focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence.
Rob is frequently invited to speak about a variety of financial planning and tax advisory topics.
Robert Lemmons is a Fee Only Financial planner in Cincinnati, OH. Robert Lemmons is a NAPFA-Registered Financial Advisor.
Robert Lemmons 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, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Robert Lemmons is a NAPFA-Registered Financial Advisor
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.
Robert Lemmons 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.
Robert Lemmons is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Contact Robert Lemmons
4665 Cornell Road Suite #160
Cincinnati, OH 45241