Rolling assets from a 401(k) plan into an Individual Retirement Account (IRA) can be a strategic financial decision. In our latest blog, we explore the advantages and disadvantages to consider based on your time horizon, risk tolerance, and financial goals. https://bit.ly/4eEcYNu
About us
We believe a critical aspect of our approach to wealth management is educating our clients on the financial concepts behind investing, retirement, estate planning, insurance, and wealth preservation. In our experience, well-informed clients are better able to collaboratively work with our advisers to set focused financial goals. It is important to have a number in your mind for retirement however it’s even more important to have a strategic plan you helped create to pursue your number and, ultimately, your dream of financial freedom. Research, learn, and work together with one of our wealth managers to create your own step-by-step strategic plan that turns your number from a dream to a goal and ultimately to a reality.
- Website
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https://www.concentricwealthmgmt.com/
External link for Concentric Wealth Management, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Type
- Privately Held
Employees at Concentric Wealth Management, LLC
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Dean Johns, CPA, CFP®
Senior Financial Advisor
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Josh Wentz
Wealth Management Associate at Concentric Wealth Management
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Molly E. Myers CFP®,CLU
Senior Wealth Management Advisor at Concentric Wealth Management LLC
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Jason Huffman
International Business and Economics Major with Spanish and Political Economy Minors at Xavier University
Updates
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Our clients and staff enjoyed a great opening to Oktoberfest Zinzinnati! The Bourbon Brother’s put on a great show and we enjoyed a selection of delicious food from queen city sausage!
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Last night, our Director of Portfolio Management Matthew Tarka, AAMS® CRPS®, spoke to a room full of business owners regarding the 10 most common pitfalls that small business owners make throughout the financial planning process. We had a great crowd who we were able to share content with and there were great ideas shared all around! Thank you to Patrick Burke and John M. Zurborg for co-hosting the event! If you are a small business owner and would like a copy of the handout that we've created or if you'd like to have a conversation, please email [email protected].
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If you're a business owner, do you ever wonder if your business would outlive you? On September 10th at Hyde Park Country Club, we're going to explore the difference between profit and transferrable value, how to scale for value, as well as considerations as a business owners from a personal and company perspective. https://lnkd.in/gk4SskJa
Your Business is Profitable, BUT is it Transferrable?
eventbrite.com
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Owning a business requires navigating a complex financial landscape, and having an experienced financial advisor on your team can be a game-changer. https://bit.ly/4dwqVgE
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We’re proud of all of the accomplishments of our team and the Burke CPAs & Advisors team! Be sure to check out our recent feature in the Cincinnati Business Courier!
The firm changed its name as of July 1. It made the move a year after one of its partners retired.
One of Cincinnati’s largest accounting firms gets new name amid growth
bizjournals.com
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We've been a proud part of the Burke CPAs & Advisors family and can't wait for the next 40 years with all of our clients and partners!
On July 5th, 1984, our founder Patrick Burke set out and formed Burke CPAs and Advisors. Since then, our team has helped thousands of individuals and businesses with taxes, audits, and bookkeeping nationwide. Cheers to the past 40 years and looking forward to the next 40!