Our Philosophy

Message from Jay A. Finke, CFP®

Thank you for visiting our practice website. Whether you are a current client, were referred to us by a friend of the practice, or learned of our services through our presence in the community, we welcome you.

As the founder of this firm there is nothing more important to me than earning and maintaining the trust, confidence and respect of my clients. I have built my firm, chosen my affiliation with a premier financial planning firm and staffed my practice to achieve this end. My staff and I our housed in Cincinnati, OH, but as active member of The Resource Group™, a national network of elite financial professionals within LFA, I have access and the ability to collaborate with my vast network of colleagues for the benefit of my clients and their unique situations.

Enjoy your visit to our website, and please feel free to contact me or anyone on my team if we can be of direct assistance to you or your family.

Best regards,
Jay A. Finke, CFP®