Stop worrying about market volatility and retirement uncertainty. Get the personalized, fee-only financial guidance that puts your unique goals first—not Wall Street's profits.
No commissions, no conflicts—just advice in your best interest
High-touch, personalized attention you won't get from big firms
Specialized expertise for pre-retirees and retirees
Worried that market volatility will derail your retirement plans?
Frustrated with generic advice that doesn't fit your unique situation?
Concerned about hidden fees eating away at your nest egg?
Overwhelmed by complex financial decisions as retirement approaches?
Imagine waking up each day with complete confidence in your financial future. No more second-guessing, no more sleepless nights, no more wondering if you're on track.
We don't just manage your money—we transform your relationship with your financial future
Your personalized roadmap to financial independence. We analyze your complete financial picture and create a strategy that adapts to life's changes while keeping you on track for your goals.
Sophisticated portfolio management without the Wall Street complexity. We build and monitor diversified portfolios designed to weather market storms while growing your wealth.
We're not just another financial advisor—we're your dedicated partner in financial success
No hidden commissions or product sales. Our only loyalty is to your financial success.
High-touch, personalized attention that big firms simply can't match.
Focused expertise for pre-retirees and retirees navigating their most critical financial years.
Every strategy is tailored to your unique goals, timeline, and risk tolerance.
Our professional certifications and memberships demonstrate our commitment to the highest standards
Member of the National Association of Personal Financial Advisors—the gold standard for fee-only advisors
Part of an elite network of fee-only advisors committed to accessible, comprehensive financial planning
CFP® certification represents the highest standard of competency and ethics in financial planning
AJD Wealth is focused on high-touch, personalized financial planning and investment management. We believe every client deserves a financial strategy as unique as their dreams and goals.
While big firms treat you like a number, we treat you like family. Every recommendation is tailored to your specific situation, goals, and values.
As an independent, fee-only firm, we have the freedom to recommend what's truly best for you—not what pays us the highest commission.
Don't let another day pass wondering if you're on the right track. Schedule your complimentary consultation and discover what personalized financial planning can do for you.
No obligation • No sales pressure • Just honest advice about your financial future
Serving Cincinnati families with personalized financial planning and investment management
Ready to take control of your financial future? Call us today to schedule your complimentary consultation. We'll discuss your goals, concerns, and how our personalized approach can help you achieve financial confidence.
Call 513.231.7450 NowOr visit us online:
Areas Served: Cincinnati and surrounding communities
Specializing in: Pre-retirement and retirement planning