Scott M. Barbee, CPA, CFP®, CAP®

Sr. Wealth Advisor & Shareholder

“I am passionate about understanding the complete picture of my clients’ financial and life situations. By paying attention to the little details, I am able to enhance my clients’ financial plans and their experiences.”

Scott’s Story

Scott helps clients navigate their financial lives and creates plans that will empower them to realize their dreams. He especially enjoys connecting the “soft side” of personal finance with the nitty-gritty details of planning in order to make things happen for his clients. He sees himself as a guide that helps clients make prudent financial decisions and act calmly in the face of economic crises and market-driven storms. He is also a 21/64 Certified Advisor.

Scott spends his leisure time running and bowling, and he enjoys exploring the craft beer culture of the greater Cincinnati area.

Specialties: experience working with corporate executives and engineers, philanthropic giving, retirement planning, stock options


University of Cincinnati, BS, Accounting


Certified Public Accountant
Chartered Advisor in Philanthropy®

Community Involvement (1)

  • YMCA of Greater Cincinnati

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