Truepoint Wealth Counsel Named to Barron’s Top 100 Independent Advisors
September 22, 2017 – Truepoint Wealth Counsel has been named one of Barron’s Top 100 Independent Advisors. The list recognizes top independent registered investment advisor (RIA) firms from across the U.S., and is considered one of the most prestigious rankings in the industry.
The 2017 list marks the seventh time Truepoint has been named to the Top 100. Founded in 1990 by Michael J. Chasnoff, CFP®, as one of the area’s first fee-only wealth management firms, Truepoint has remained 100% employee-owned since its inception.
“We are honored to be consistently recognized by Barron’s as one of the top advisors in the country,” said Chasnoff. “And we’re proud to represent Cincinnati as the only locally-owned firm included among the Top 100. Our unique commitment to the seamless integration of investment, tax, estate and financial planning services has been critical to our success. That’s true in terms of winning industry recognition and, more importantly, achieving extraordinarily high client and employee satisfaction.”
In identifying America’s top independent advisors, Barron’s evaluates the volume of assets overseen by each firm, revenues generated, and the quality of the advisors’ practices. A complete Barron’s Top 100 list can be found at http://www.barrons.com/report/top-financial-advisors/independent/2017.
About Truepoint Wealth Counsel
Truepoint Wealth Counsel offers wealth management services that seek to deliver clarity and confidence to our clients’ lives. As part of our fiduciary responsibility, we always place clients first in helping them achieve financial wellness. Our in-house teams dedicated to the financial disciplines of investment management, financial planning, tax management, estate planning and risk management work together to deliver unbiased advice and customized service. Founded by Michael J. Chasnoff in 1990 as one of the first fee-only wealth management firms in the greater Cincinnati area, Truepoint is 100% employee-owned. As of June 30, 2017, the firm has $2.6 billion under management.
Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come.
Barron’s Top 100 Independent Financial Advisors ranking is determined by a rigorous assessment process, with firms from all 50 states and the District of Columbia undergoing examination. The volume of assets overseen by advisors and their teams, revenues generated for the firms, and the quality of advisors’ practices – including investment philosophy, business practices, and contributions to the community – are all evaluated. Investment returns are not a component of the rankings, as returns are largely dictated by the risk tolerance and goals of clients.
About Truepoint Wealth Counsel
Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning are core elements of our client experience and have been for years. And all our guidance is rooted in our clients’ personal values and goals as we connect all the dots to deliver peace of mind and possibility. As of September 30, 2020, the firm has $3.4 billion under management.