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VerifiedFinancial Services· Founded 2013

Kellett Wealth Advisors

We are a wealth management firm in Cincinnati that prides itself on "Keeping it Simple". We build simple, straightforward financial plans and present them in an easy to understand format. And, we offer potential clients a "sleep on it" approach. If low pressure is what you crave, together we will be great partners.

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HeadquartersCincinnati, United StatesEmployees3(1 to 10)Founded year2013Websitekellettschaffner.comLinkedIn profileLinkedIn

Verified contacts

2

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LinkedIn employees

3

1 to 10 range

Open roles

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Distinct roles

2

indexed titles

Tech stack

1

tools in use

Monthly traffic

24

organic / mo

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Top roles at Kellett Wealth Advisors

2 distinct titles indexed · top 2 shown.

  • 1financial advisor
  • 1senior vice president

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