Seven Hills Capital Advisors
9380 Main St 4
Cincinnati, OH 45242
 (513) 400-7687

Welcome ToSEVEN HILLSCAPITAL ADVISORS
Financial Advisor in Cincinnati, OH
(513) 400-7687Schedule a Consultation
Seven Hills Capital Advisors |9380 Main St 4CincinnatiOH45242 | (513) 400-7687
WHO WE AREAn independent wealth manager, advising and assisting our clients in pursuit of their financial goals.
OUR PRACTICEProviding fee-based financial planning, portfolio management, and financial advice.
LOCATED INGreater Cincinnati, and serving clients nationwide.
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Financial Advisor in Cincinnati, OH

Seven Hills Capital Advisors is an independent, Ohio Registered Investment Advisor providing wealth management to individuals, families, trusts and foundations. Our firm specializes in bespoke portfolio management: each client’s invested assets are customized and managed to their own specific objectives, goals, risk tolerances and time horizon.

In support of the investment process, we provide retirement and financial planning: this helps define the specific portfolio management approach needed to achieve investment objectives.

We offer a relaxed, professional atmosphere, a collaborative approach, and competitive pricing for our services.

Our Services Include

  • Portfolio Management
  • Investment Advice
  • Retirement & Financial Planning
FINANCIAL PLANNINGThrough our RIA, we provide financial planning: a roadmap toward meeting our clients objectives. These typically include retirement, higher education, risk management, and estate and legacy planning.
INVESTMENT ADVICE & MANAGEMENTWe also provide investment advice and management of our clients portfolios using individual stocks, mutual funds, exchange traded funds, closed-end funds, limited partnerships, private equity, and debt offering.
RETIREMENT PLANSfor sole proprietors and self-employed individuals.

Schedule a Consultation

PLEASE CONTACT OUR TEAM AT (513) 400-7687 OR THROUGH THE CONTACT FORM BELOW.
THANK YOU FOR YOUR CONSIDERATION.

Contact Us

Seven Hills Capital Advisors
9380 Main St 4
Cincinnati, OH 45242
(513) 400-7687

Hours

Business Hours:

Monday 9:00 AM – 5:00 PM
Tuesday 9:00 AM – 5:00 PM
Wednesday 9:00 AM – 5:00 PM
Thursday 9:00 AM – 5:00 PM
Friday 9:00 AM – 5:00 PM
By Appointment Only

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