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The Asset Advisory Group Careers in Cincinnati, OH

The Asset Advisory Group
  • Founded

    1988

  • No. of Employees

    1-10 employees

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About The Asset Advisory Group

The Asset Advisory Group has been earning our clients' trust since it was founded by Jeannette Jones, CFP, CPA, in 1988. Our company's mission is to make people financially and emotionally secure. Through careful financial planning and disciplined investment management, we help our clients achieve their financial objectives and reduce the stress of uncertainty. With our help they are able to enjoy their lives, confident their financial situation is secure and in good hands. We are held to a fiduciary standard, which means that we must act solely in the best interest of our clients. As an independent, fee only advisory firm, our sole compensation comes from the fees we are paid by our clients for investment management and financial planning. We work cooperatively with other advisors to make sure your investment management, tax, and estate plans are all working together successfully. Specialties Fee only, Registered Investment Advisor, Certified Financial Planner, CFP, Dimensional Fund A

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