Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Your financial goals, aspirations, and investment needs are uniquely yours, and your financial plan should reflect that individuality. Instead of offering a generic investment program, we provide personalized financial planning tailored to your goals, timeline, and risk tolerance.

We offer a customized blend of financial services, support, and guidance that best suits your needs. Our commitment is to be with you every step of the way as you pursue your personal financial goals.

You might wonder about the origin of our name. The year 1819 is significant for Cincinnati, marking both the city's incorporation and the founding of the University of Cincinnati. While our name is rooted in Cincinnati's rich history, we proudly serve clients across more than 30 states, valuing relationships nationwide.

Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.
Jason Goldberg
Jason E Goldberg, CFP®
Private Wealth Advisor
First Vice President, Investments
david rodrigo
David Rodrigo, CPA*, PFS , CFP®, MBA, MSBA
Private Wealth Advisor
First Vice President, Investments
Mire Jonovski Bio Headshot
Mire Jonovski, AAMSTM
First Vice President, Investments
Dan Snow Bio Headshot
Dan Snow, CFP®, AAMSTM, CRPSTM
Financial Advisor
Dustin Martin
Dustin Martin, CFP®, CEPA®
Financial Advisor
Geoff Ziegler, AAMSTM
Financial Advisor
Mollie Marot
Mollie Marot
RJAS Operations Administrator
cam porczak
Cam Porczak
Financial Planning Consultant
Sam Mathews
Sam Mathews
Financial Planning Consultant
Trish Matonhodze
Trish Matonhodze
Client Services Associate
Sam Hoelle
Samantha Hoelle
Client Service Associate
Anna Dyer
Anna Dyer
Client Service Associate

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.
Business men shaking hands

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
Business meeting with two men

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.
Woman holding a newspaper and a coffee

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte

Are you ready? Let’s uncover the possibility of working together.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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