Together creating freedom by helping clients maximize and simplify their financial life.
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At W3 Financial Group, we specialize in personalized wealth management services for individuals, families, and professionals in fort Mitchell, Kentucky and the Greater Cincinnati area. Whether you are preparing for retirement, handling new wealth, or going through a life change, our advisors are here to support you each step of the journey.
Choose strategic planning and management today for a more streamlined financial future. Your vision for success becomes our mission.
We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times. Our team has been helping people prepare for and successfully retire for over 30 years.
Achieve your financial goals with a comprehensive strategy that includes budgeting, savings, tax planning, retirement planning, and more.
Explore Financial Planning Services
Optimize returns on your investments while considering risk tolerance and investment objectives.
Explore Investment Management Services
Get financial advisory and management tailored specifically to business owners, including strategic financial planning, succession planning, and more.
Explore Business Services
Identify, assess, and mitigate potential risks that could impact your financial goals.
Explore Risk Management Services
Integrated life insurance into your comprehensive financial plan, designed to ensure that your coverage aligns with your evolving goals and needs.
Our Fort Mitchell financial advisors work with:
Busy professionals looking to delegate and simplify financial decisions
High-income earners seeking to optimize and preserve wealth
Families and individuals planning for retirement or a major life milestone
Women navigating transitions, such as divorce, loss of a spouse, or career shifts
Pre-retirees and retirees focused on stability, income, and peace of mind
Whether you have a complex financial picture or just need clarity, we’re here to listen first—and guide second.
Not necessarily. Our advisors work with clients at different stages of their financial journey. We encourage you to reach out—we’ll let you know if we’re a good fit or connect you with a trusted partner who is.
Many of our clients come to us for a second opinion or specialized planning. We’re happy to collaborate with your existing professionals or offer guidance independently.
Yes- a fiduciary financial advisor is a financial professional who is legally and ethically required to act in your best interest at all times.
Working with a fiduciary gives you peace of mind knowing:
Their advice is aligned with your goals, not their compensation
You receive objective, personalized recommendations
You’re partnering with someone held to a higher professional standard
We take an integrated, people-first approach. Our clients value that we provide tailored guidance instead of generic plans, as our advisors genuinely listen before providing advice.
Yes! We work with clients both locally in the greater Cincinnati area and across the country through secure virtual meetings. Whether you prefer in-person or remote, we make it easy to stay connected and on track.
If you don’t see your question on this page, don’t hesitate to reach out to us for more information. We are happy to answer any questions you may have about our services, our approach, or just general tax, accounting, or finance inquiries.
Through thoughtful planning, I help clients organize the many pieces of their financial picture so they can make informed decisions that align with what matters most to them.
With more than 25 years of experience in the qualified retirement plan space, I bring a steady, informed approach to supporting plan sponsors and their employees.
As a financial planner and commercial pilot, I enjoy a good challenge and bring a thoughtful, methodical approach to my work.
As a Financial Advisor in Fort Mitchell Kentucky, my focus has consistently centered on customer service, operational excellence, and building strong relationships.
As a Financial Advisor in Northern Kentucky, I am dedicated to helping clients find financial freedom through education, understanding, and ongoing communication.
For 37 years I have been in roles centered around advocating for and assisting people. I’ve partnered with the amazing advisors at W3 Financial Group to help people plan and achieve their financial goals.
Ready to put us to work to help achieve your financial goals? It starts with a deep understanding of your situation and aspirations for the future. Contact us today to get started with a free consultation!
