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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.

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    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*

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      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.

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      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.

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      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.

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      Insights

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

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