Retirement income planning and financial advisors in Cincinnati

Do you have a strategy for your wealth?

At Artisan Square Financial Group, we craft custom retirement strategies which help our clients feel confident as they journey to and through retirement.

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Are You Within 10 Years of Retirement?

We provide personalized, ongoing financial planning and investment management to individuals nearing retirement so that they can have confidence that their retirement income will last a lifetime.

Utilizing the latest technology and academic research, we design and implement strategies with the goal of growing and protecting your wealth to help you live your best life while we monitor your progress toward your financial goals to help keep you on track.

Our Clients

We serve the needs of affluent individuals & families who want to collaborate with a trusted financial advisor to navigate the complexities of financial planning so that they can have confidence on their journey to and through retirement.

Pre-Retirees & Retirees

Strategies to create durable & inflation-adjusted income for a stress-free retirement

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Small Business Owners

Supporting small businesses & solopreneurs through comprehensive planning

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Working Professionals

Make your money work for you and track your progress toward your goals

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Independent Women

Understanding your unique needs & empowering you to manage your finances

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We Help our Clients Answer the Difficult Questions

Do you know if you're saving enough?

Is your financial plan tax efficient?

Are you nervous about what a bear market might mean for your retirement?

What is your strategy for creating income from your accounts so that it will be durable, inflation-adjusted, and last a lifetime?

At Artisan Square, we help our clients feel settled financially by designing and implementing smart strategies that cater to your unique circumstances and desires. Our team is comprised of industry experts with decades of combined experience. We are prepared to help you navigate the complexities of the financial world and empower you to make decisions which lead to confidence in your future.

Schedule A Consultation

Choosing a financial advisor is an important decision. We offer a complimentary, no-obligation consultation to determine if we're the right fit for you. We'll meet remotely via Zoom for 15-30 minutes to discuss your financial situation and explain how to move forward in a Client-Advisor relationship.

Schedule a Discovery Meeting

Retirement Income Strategies

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Tax Optimization Strategies

Tax optimization to get the most from your resources

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Estate & Legacy Strategy

Strategies for every phase of life

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Journey with Confidence on Your Way To & Through Retirement

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Take a step on the journey to financial confidence by building your personalized Asset Map.

What is an Asset Map?

Schedule A Complimentary Consultation

We’d love to learn more about you and your financial goals. Let's get started with a no-obligation Complementary Consultation.

Schedule a Discovery Meeting

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