Fee-Only Financial Advisor Serving Cincinnati
Real, proactive financial planning & investment management delivered to pre-retirees & retirees.
About AJD Wealth Management
AJD Wealth is an independent, fee-only advisory firm for busy families and retirees who are tired of meeting with their advisor only once a year and who don't want to be just another account at a large firm. The goal of AJD Wealth is to consistently deliver a high-touch, boutique-level of service to our clients.
Why work with AJD Wealth Management?
I want to make your life better by being a part of it. My focus is you and your wealth, so your focus can be on what truly matters: living a life full of confidence, connection, and fulfillment.
With a straightforward, highly competitive fee, you get a trusted advisor to help eliminate the anxiety and uncertainty that comes with stewarding wealth - ensuring every detail of your finances are managed seamlessly and kept organized.
Who I work with?
My clients are individuals and couples, typically aged 40 to 75, who are preparing for or already enjoying retirement. They’ve worked hard to build their financial foundation and are now focused on how to best navigate the complexities of retirement & wealth management.
As a client, you can expect personalized guidance, multiple meetings each year, and a partner who prioritizes your unique goals.
