<

Cincinnati North Office

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
Photo of the city of Cincinnati North
office image

Cincinnati North Office: 300 E Business Way, Suite 100A Cincinnati, OH 45241

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

Contact Cincinnati North Office

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

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

We Know Cincinnati

Cincinnati’s economy is anchored by a remarkable concentration of Fortune 500 companies, a growing healthcare and financial services sector, and a deeply rooted culture of civic and philanthropic engagement. Our team works with corporate executives, business owners, and established families who value a sophisticated, integrated approach to managing and growing their wealth. From navigating equity compensation and deferred benefits to multigenerational estate planning and charitable giving, our Cincinnati financial advisors deliver seasoned guidance informed by a thorough understanding of this region’s distinctive financial landscape.

Wealth Management Services in Cincinnati North

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

Contact Cincinnati North 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 North

Our north Cincinnati team operates as fiduciaries, drawing on Cerity Partners’ full national capabilities and specialized experience to provide coordinated, client-centered financial guidance.

Meet Our Full Cincinnati North Team

Our Latest Insights

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Scott Lenet

Partner

Corporate Venture Capital

Startups Should Not Wait to Hire CFOs

July 15, 2026 - In our experience having funded more than 200 startups as of the second quarter of 2026, venture-backed businesses often treat the CFO hire as a…

Carrie A. Grey and Joshua Norman

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

Additional Nearby Office

Cincinnati South

7845 Kenwood Road, Suite 200
Cincinnati, OH 45236

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.

Contact Cincinnati South Office

Your Introduction to a Trusted Financial Partner Awaits

Contact Cincinnati North Office

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

Cincinnati North Office

300 E Business Way, Suite 100A

Cincinnati, OH 45241

Call us to Schedule: (212) 202-1810

Contact Our Cincinnati North Office

Call Us: (212) 202-1810

Or Request an Introduction:

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here