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Cincinnati South Office

Our Cincinnati wealth management office serves clients throughout the southern Cincinnati metro, combining the strength of a national firm with financial planning rooted in local knowledge.

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Cincinnati South Office: 7845 Kenwood Road, Suite 200 Cincinnati, OH 45236

M-F 8:30 AM - 5:30 PM

Contact Cincinnati South Office

7845 Kenwood Road, Suite 200 Cincinnati, OH 45236

M-F 8:30 AM - 5:30 PM

We Know Cincinnati

The Greater Cincinnati area offers a unique blend of Midwestern stability and economic vitality, with strong corporate, healthcare, and entrepreneurial communities on both sides of the Ohio River. Our south Cincinnati team understands the full range of financial planning needs that come with this region; from business owners in Northern Kentucky to executives at Cincinnati’s major employers and families with cross-state financial and estate planning considerations. Our Cincinnati financial advisors bring skilled, comprehensive guidance shaped by real familiarity with this community and its distinct financial dynamics.

Wealth Management Services in Cincinnati South

Our Cincinnati financial advisors deliver comprehensive wealth management incorporating investment solutions, tax planning, estate planning, and risk management strategies.

Contact Cincinnati South Office

Wealth Management >

The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.

Investment Solutions >

Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.

Estate & Gift Planning >

Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.

Financial Planning >

Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.

Insurance Planning & Risk Management >

Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.

Tax Planning & Preparation >

We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.

Our Team of Financial Advisors in Cincinnati South

The south Cincinnati team at Cerity Partners serves every client as a fiduciary, backed by national resources and the specialized knowledge needed to address complex financial goals.

Meet Our Full Cincinnati South Team

Our Latest Insights

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: April 2026 Economic and Market Outlook

April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and…

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

March 30, 2026 - Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

Kim Clark

Principal

Individuals and Families

10 Things Business Owners Should Know Before Getting a Divorce

March 26, 2026 - Divorce is always a major life transition, but for business owners it can be especially complex. Your company is not just a source of income:…

Additional Nearby Office

Cincinnati North

300 E Business Way, Suite 100A Cincinnati, OH 45241

Our Cincinnati wealth management office on the north side of the metro brings national firm resources together with locally grounded financial guidance for individuals and families across Greater Cincinnati.

Contact Cincinnati North Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Cincinnati South Office

Our Cincinnati South office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Cincinnati South Office

7845 Kenwood Road, Suite 200
Cincinnati, OH 45236

Contact Our Cincinnati South Office

Call Us: (212) 202-1810

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