Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility. This is life and wealth, well managed.
View Top Employees from Truepoint Wealth Counsel| Website | http://www.truepointwealth.com |
| Revenue | $29 million |
| Funding | $1 million |
| Employees | 85 (81 on RocketReach) |
| Founded | 1990 |
| Address | 9999 Carver Road Suite 200, Cincinnati, Ohio 45242, US |
| Phone | (513) 792-6648 |
| Technologies |
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| Industry | Financial Services, Finance General, Asset Management, Finance, Wealth Management |
| Web Rank | 4 Million |
| Keywords | Truepointwomensweatlth, Investments I Fundamentals Of Performance Evaluation |
| Competitors | CI Brightworth Private Wealth, CI RegentAtlantic Private Wealth, Greycourt & Co., Inc., HFG Wealth Management, The Welch Group |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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Truepoint Wealth Counsel Questions
The Truepoint Wealth Counsel annual revenue was $29 million in 2024.
Steve Condon is the President and Shareholder of Truepoint Wealth Counsel.
81 people are employed at Truepoint Wealth Counsel.
Truepoint Wealth Counsel is based in Cincinnati, Ohio.
The NAICS codes for Truepoint Wealth Counsel are [5239, 52393, 52, 523].
The SIC codes for Truepoint Wealth Counsel are [628, 62].
Top Truepoint Wealth Counsel Employees
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ViewAlexandra Ollinger
Senior Wealth Advisor and Shareholder at Truepoint Wealth Counsel
Cincinnati, OH, US22 -
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Katrina Hartsel
Director of Employee Experience and Shareholder at Truepoint Wealth Counsel
Cincinnati, OH, US21 -
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