True Wealth Management

Re-imagining wealth management as truly independent, intellectually honest and authentically personal.

TRUEPOINT IN THE NEWS

7Jun

Truepoint Named a Top Workplace for 2018

Firm recognized as one of the Cincinnati Enquirer's Top Workplaces, ranking #3 among the top 65 small companies.
8Feb

Cincinnati investment pros sound off on Dow’s biggest drop ever

Scott Keller quoted in Cincinnati Business Courier on recent market volatility.

Truepoint Viewpoint

Viewpoints

October 5, 2018
You may be surprised to learn that the investment community has its own version of FOMO—though our term isn’t nearly as catchy.
September 10, 2018
At Truepoint, our team finds fulfillment in helping clients reach a place of calm, security and peace. That's the empathy behind financial planning.
August 9, 2018
At Truepoint, the work we do for clients is serious, but we also know the importance of having a fun work culture.

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OUR INVESTMENT APPROACH

Evidence-Based

Evidence-Based

Decades of evidence confirm the extreme difficulty of beating the market .

Emotionally Intelligent

Emotionally Intelligent

Investor behavior is often the primary determinant of long-term returns.

Truly Independent

Truly Independent

A proud legacy of independence and fiduciary responsibility.

Who We Are

Founded

In 1990

One of the area’s first fee-only firms

True Fiduciaries

Always have been, always will be

100%

Employee Owned

Proud to be fully independent