Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free resources.

FORBES TOP-RANKED TEAM

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At FFR Wealth Team, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at FFR Wealth Team we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.

1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

    First Name*

    Last Name*

    Email*

    Phone Number*


    Our financial planning services are built on trust, transparency and accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

    Portfolio Management

    Our Team uses a consistent method as we develop and monitor your investment strategy. Learn More

    Risk Management

    We work with you to plan for the future and protect against the unexpected. Learn more

    Tax Planning

    Efficient accumulation and distribution of your assets under current tax law is essential to maximize your retirement plan. Learn more

    Wealth Planning

    The FFR Wealth Team believes every family can have the financial confidence they deserve to live an abundant, inspiring life. Learn more

    Estate Planning

    Working with our clients to implement and evaluate their legacy is a vital component of our process. Learn more

    Connect with an Advisor

    Please provide your name and email and we will have an advisor contact you.

      First Name*

      Last Name*

      Email*

      Phone Number*


      Personalized Wealth Management

      The FFR Wealth Team is a wealth management firm based in the Cincinnati / Northern Kentucky region dedicated to helping our clients clarify their current financial position, select investments and risk management options suited for their lifestyle, and confidently plan for the future. We pride ourselves on our personal relationships with clients, many of whom have entrusted us with their family’s financial independence for generations.

      To our FFR Wealth Team, there is no greater satisfaction than helping our clients pursue the abundant retirement they dream of.

      Investment Management

      Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

      Read more

      Carson Partners

      Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

      Read more

      Our Locations

      Headquartered in Covington, FFR Wealth Team has office locations and advisors across the Cincinnati and Norther Kentucky region. Contact us today to speak with a wealth advisor or financial professional nearest you.

      Read more

      Insights

      FFR Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

      unemployment claims increased
      Market Commentary
      Market Commentary: Dow and S&P Set ...

      The economy seems poised to decelerate in coming weeks as data showed slowing economic improvement or outright reversals of the recovery. Income data was mixed. Disposable income fell 0.8% in October as government programs expired. Gains in employment pushed employee compensation up 0.7% as more people returned to work.

      Read More
      Video
      How the Election Results Could Impact Your ...

      Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into Biden’s tax and retirement platforms. Click Here to Watch the Webinar

      Read More
      tax planning, financial planning
      Monthly Newsletter
      Your Year-End Tax Checklist, Plus a Few ...

      A lot of us have been in the attic lately, putting away the ghosts and skeletons from Halloween and dusting off the holiday decorations. While you’re up there, can you find your year-end tax checklist?

      Read More
      2020 election results
      Blog
      How the Results of the Election Could ...

      The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.

      Read More
      News
      3 Roth Conversion Traps To Avoid After The ...

      Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

      Read More
      Infographic
      10 Tax Planning Tips Your CPA Might Have ...

      There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

      Read More
        Weekly Market Commentary
      • How Estate and Gift Taxes Can Impact Your Financial Plan

        Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.Read more