Our Alliances

Cassady Schiller CPAs & Advisors

Cassady Schiller Wealth Management is an affiliate of Cassady Schiller CPAs & Advisors, offering a full range of tax, audit, valuation and other consulting services. Cassady Schiller CPAs & Advisors is a well-respected accounting firm in the greater Cincinnati area with over 50 local employees.

Charles Schwab Institutional

We use Charles Schwab as our client custodian. They are #1 in market share for registered investment advisors with more than 7,500 advisors and $1 trillion in assets under management. They hold the assets which we manage on our clients’ behalf.

Institutional Class Investment Managers

Investing with us means gaining access to Dimensional Fund Advisors, Vanguard Institutional Investment Services and others.