True Wealth Management

We exist to create peace of mind and possibility.

TRUEPOINT IN THE NEWS

20Jan

Truepoint Wealth Counsel Names Three New Shareholders

Cincinnati Business Courier profiles new additions to shareholder group.
24Dec

Couples and Money: When Together Is Better

Eric Ross quoted in Kiplinger's on retirement savings strategies married couples should consider.

Truepoint Viewpoint

Viewpoints

January 17, 2020
With the passing of the SECURE Act, there are a few things to consider for your estate and financial plans.
January 6, 2020
Each year, we look back to see how various predictions about market performance ended up playing out, and we find that most of these predictions fell flat.
The components of P&G’s compensation package can be very rewarding but also quite complex. Valuing stock options and determining when to exercise can be especially complicated. When we sit down

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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