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Michael J. Chasnoff, CFP®

Founder & CEO

”I believe the strength of our firm and the secret to our success is that we are a highly effective team. Like many of the great championship teams, Truepoint achieves our goals by understanding our mission and vision, focusing on each individual’s strengths and working closely together.”

Michael’s Story

As Truepoint’s Founder and CEO, Michael has been committed to client-focused financial advising for decades, advocating for a better way to provide comprehensive financial advice—one driven by the clients’ needs and goals, rather than the advisor’s bottom line. He was part of the vanguard that first championed fee-only wealth management services instead of the system of commissions and kickbacks that were once the norm. In 1990, he started Truepoint in order to transform the wealth management industry through innovative, data-driven investment strategies, a positive team culture, and a relentless pursuit of exceptional client service. Since then, Truepoint has garnered many awards and accolades, both in local and national publications. As a member of Truepoint’s Management Committee, Michael’s vision continues to guide the firm’s strategic planning.

Michael loves staying active and thrives on friendly competition. He channels this energy into his Peloton bike, as well as the golf course. In his downtime, he enjoys relaxing with his three children, and he devotes a great deal of his time to various philanthropic organizations.


Specialties: holistic wealth management, problem solving, strategic planning, team building

Education

University of Texas, BBA, Finance

Designations

CERTIFIED FINANCIAL PLANNER™

Community Involvement (9)

  • Cincinnati Art Museum, Board Member and Investment Foundation Committee Member
  • Interact for Health, Board Member and Investment Foundation Committee Chairman
  • Karen Wellington Foundation, Treasurer, Board Member, and Investment Foundation Committee Chairman
  • Summit Country Day School, Former Board Member and Investment Foundation Committee Member
  • National Association of Personal Financial Advisors (NAPFA), Former President
  • National Football League Players Association (NFLPA), Registered Advisor
  • International Center for Wealth Advisory Excellence (ICWAE), Founding Member
  • Institutional Advisor Council, Member
  • National Advisors Trust Company (NATC), Founder and Former President

Awards & Honors (2)

  • Barron’s Registered Investment Advisor Hall of Fame
  • First Tee of Greater Cincinnati & Northern Kentucky, Past Honoree

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