(888) 234-7982

Stop Worrying and Start Enjoying , Stop Postponing and Start Prospering, Stop Wondering and Start Living

THE FINANCIAL CLARITY YOU NEED TO LIVE THE GOOD LIFE

Imagine yourself living the good life.

The powerful combination of The Asset Advisory Group and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering.

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Fee-Only Financial Advice for Every Stage of Life

We’re ready when you are, no matter your age. Our three tiers of service, Wealth Foundations, Wealth Building and Wealth Management, are designed to equip you with the objective advice you need to make your next chapter the best one yet.  

Wealth Foundations and Wealth Building clients are often accumulating assets in company retirement plans or businesses and have household incomes in excess of $200,000.  Wealth Management clients are typically at or near retirement with investment portfolios of $1MM – $10MM.

A Roadmap to Success

The good life means something different to everyone. That’s why we work with you to create a personalized roadmap to success with steps that move you toward your ideal future.  We coordinate the individual parts of your financial life to ensure everything is working together toward your most important goals.

A Growth Partner

Success isn’t just about having money; it’s about enjoying it, too.  We use a disciplined investment process to grow your portfolio while using tools and techniques that help you grow your confidence and skills around money.  Whether you are working to overcome an obstacle or simply want to let go of financial stress, we provide the clarity and support you need to excel.

A Family Approach

Family, nurturance, and dependability are among our core values.  Take one step into our office and you’ll find a welcoming, comfortable atmosphere full of people who will come to know you and the people you love by name.  We take the journey to your best life together, providing you not just what you ask for, but what you need along the way.

Our Caring Team Wants to Hear Your Story

We all have a financial past and present. We are ready to meet you wherever you are in your journey, so we can move together toward your future.

The Latest from Our Financial Planning Blog

The Difference Between a Forecast, a Wish, and a Worry

(By David Booth, Executive Chairman and Founder, Dimensional Fund Advisors. Learn more about Dimensional Fund Advisors here. The original post was published on August 2, 2022 and can be found here.) When I was growing up, our local newspaper, the Kansas City Star, was...

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In It for the Long Haul

Yesterday my husband and I celebrated our 42nd wedding anniversary.  That number sounds ridiculously high to me, because I clearly remember celebrating my parent’s and grandparents’ 50th anniversaries, and we’re getting very close. It also got me thinking about how...

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The Asset Advisory Group

9200 Montgomery Road
Cincinnati, OH 45242

(513) 771-7222 | (888) 234-7982