WELCOME TO
SEVEN HILLS
CAPITAL ADVISORS
Financial Advisor In Cincinnati, OH
(513) 515-3135
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Who We Are
An independent wealth manager, advising and assisting our clients in pursuit of their financial goals.
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Our Practice
Providing fee-based financial planning, portfolio management, and financial advice.
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Located In
Greater Cincinnati, and serving clients nationwide.
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
Contact Us
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