My wife and I have been fortunate to work with TWP for 2 years. Rob, Chris, and the entire TWP team…read morehave been invaluable partners for us as we have begun our careers, navigated two moves, and gone through law school. I wholeheartedly believe TWP's guidance, candor, and support is an invaluable resource for any young professional in Cincinnati, Blue Ash, Mason, or anywhere around the country. (We were clients even when we lived in Chicago, so distance is not an issue). TWP is true wealth management - far beyond financial or investment guidance. What do I mean by this? A number of times, Rob and Chris have recommended that we prioritize our savings and investments in a way that would actually decrease the pool of "assets under management" TWP would later draw its fees from. They have recommended this because they know it is the best move for our long-term wealth and to meet our long-term financial and non-financial goals. They are true fiduciaries and we're glad to have them in our corner. If you have any questions about this, reach out to them or to me. I am serious - my email is ssvirnovskiy@gmail.com, I just sat for the bar exam and have 2 months until I start working so I am happy to talk!

Our relationship with TWP started over 20 years ago. They've navigated our financial planning…read morethrough the college fund investing stage right up to the present and our recent retirements. Our current financial stability and having reached our investing goals were entirely due to their attention over time. The uniqueness of TWP is their family-like approach, commitment to providing options and recommendations for complex situations, and their undivided attention to handling whatever you require, when you require it. You feel like you are their only client. They have even connected us with other professionals, such as attorneys and tax accountants, who share their values and trustworthiness. I cannot imagine trusting our life's financial choices to just a "firm" with expertise. Once you realize that your success is as important to the team at TWP as it is to you, you understand the difference between TWP and just another investment agency.

Truepoint has taken great care of our pre-retirement and investment assets and set us up for long…read moreterm success with appropriate risk levels, and advice on LTC insurance, wills and estate planning. They have a whole team with diverse expertise (legal, investing, execution) so we have depth of support, not just an advisor.

From the owner: Truepoint Wealth Counsel offers wealth management and financial advisory services that deliver…read moreclarity and confidence to our clients' lives. As part of our fiduciary responsibility, we always place clients first in proactively delivering unbiased advice and customized service. Delivered by integrated teams of specialists, our services include financial planning, investment management, tax management, risk management and estate planning. We are proud of our legacy of independence, our investing track record and - most importantly - our exceptionally high client satisfaction ratings. Founded by Michael J. Chasnoff in 1990 as one of the first fee-only wealth management firms in the greater Cincinnati area, Truepoint is 100% employee-owned.

My husband and I started working with Andrew and Devon a little over a year ago and we've been…read moreimpressed at every turn. Their customer service is exceptional and their intelligence and business savvy are literally paying in dividends. My husband has typically handled our finances and with no shame I can admit he's more financially literate than me. However, I attend most of our meetings with Andrew and Devon and I feel equally heard and respected when I voice questions, concerns, and ideas. They take time to explain concepts with patience and non-judgment. I'm sure many women (gender-stereotyping here) have had the experience of providers defaulting to the man in the room and this could not be farther from my experience with Andrew and Devon. I'd also like to add that I own my own business and as it's grown substantially in the last year, Andrew and Devon have been key supports, attending various meetings with my team members, educating me and empowering me to make decisions about profit, investment, and retirement. I could not be more grateful to have met this duo, not only for the sake of my family but also my business. I 100% highly recommend their services.

We were referred to Rhinevest and have had a great experience. Brad, our advisor, has been very…read moreeasy and enjoyable to work with. He is extremely flexible with his schedule and meetings - he even came to our house for our initial meeting! Brad is very well spoken and simplifies information. As my fiancé and I have a basic-intermediate understanding of finance, we really appreciate his explanations and how he makes everything easy to understand. Check out Rhinevest's website to learn more about their investment philosophy - they believe everyone should have the opportunity to invest and receive advice regardless of if they have $100 or $1M to invest. We would highly recommend Rhinevest and Brad!

Very knowledgeable folks that clearly explain all the details. Very friendly and responsive…read more Highly recommended.

I would agree with Louise, (whose review is not viewable as it was evidently not "recommended" by…read moreYelp??), and give Ohio National ZERO stars if possible. I requested an insurance disbursement in early November 2022. I was initially told that these take 45-60 days. After not receiving my disbursement or any correspondence after 60 days, I reached out again. This time I was told that these take 70-80 business days, but because of an increase in the volume of requests, additional time could be required. After 90 days had passed, I reached out again. I was told that it should only be "another month." That was over 3 months ago. It has now been 210 days and counting and I've received no disbursement and NO correspondence from Ohio National. I would not recommend this company to my worst enemy! STAY AWAY!!

I was pressured into buying a policy during COVID. The representative told me that the policy was a…read morebetter investment than my retirement account and that I should invest in this because I could later switch the ownership of the policy from my business to me personally and the IRS wouldn't know and then I could keep the cash value of the policy tax free. What bothers me the most, I did sign up for the policy and that is 100% on me. I could have taken the time to read all the fine print and not just trust their rep but that when I pointed this out to them, they took the side of their rep and basically accused me of being a liar. Because of that I'll never ever do business with this company again ever.