Truepoint Wealth Counsel
Since our founding in 1990 in Cincinnati, OH, 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 strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility. This is life and wealth, well managed.
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Verified contacts
43
available on Kipplo
LinkedIn employees
104
51 to 200 range
Open roles
—
no listings
Distinct roles
30
indexed titles
Tech stack
2
tools in use
Monthly traffic
847
organic / mo
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Decision-makers and verified team members
43 contacts with verified email or phone · masked until revealed.
- EA
Eric Abner
IT Service Manager · Information Technology
EmailPhone - GC
Guy Clanton
Financial Planning Specialist · Finance & Accounting
EmailPhone - SL
Sherrie L. Campbell
IT Support Specialist · Information Technology
EmailPhone - TH
Tyler Hezlep
Financial Planning Associate · Finance & Accounting
EmailPhone - CC
Christine Carleton
Chair, Women's Wealth Counsel · Other
EmailPhone - KH
Katrina Hartsel
Director of Employee Experience & Shareholder · Other
EmailPhone - KJ
Kathleen J. Schnelle
Sr Tax Manager & Shareholder · Finance & Accounting
EmailPhone - DR
Dan R.
Operations Manager · Operations
EmailPhone - ST
Sarah Tenhundfeld
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 43 verified contacts
Top roles at Truepoint Wealth Counsel
30 distinct titles indexed · top 10 shown.
- 3tax associate
- 2business systems specialist
- 2client service associate
- 2financial planning associate
- 2wealth advisor
- 1&,
- 1business system specialist
- 1chair, women's wealth counsel
- 1director of employee experience & shareholder
- 1event planning sr associate
- +20more titles
Sign up to unlock all 43 contacts at Truepoint Wealth Counsel
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