Nicholas R. Groman, Esq., CFP®, MBA has two reasons to celebrate! He’s celebrating his one year anniversary with our team and was recently promoted to Senior Wealth Advisor! Nicholas has a deep background in complex planning needs including insurance and estate related matters. Congratulations!
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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Peyton Broering
Finance Student at Xavier University | University Scholars Honors
Updates
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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!
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We had a great time celebrating the 4th of July and the rebranding of Burke CPAs & Advisors today with our Cincinnati office staff!
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Our team enjoyed playing in the inaugural Adopt A Class outing with the best employee benefits person in Cincinnati, Christopher Pratt! We always enjoying supporting our community and deepening relationships with partners!
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We had a great time at the Cincinnati Concours d'Elegance Foundation this year and are a proud sponsor! If you haven’t been yet, make sure to put it on your list for next year!
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Please congratulate Molly E. Myers CFP®,CLU in her promotion to Senior Wealth Management Advisor! Molly has over 20 years of experience in the wealth management industry with a focus on financial planning, insurance planning, charitable giving, and Medicare.
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Welcome to the team, Dean Johns, CPA, CFP®! Dean has 11 years of experience in financial planning and draws on his nearly 20 years of experience in the public accounting world to integrate tax with wealth in all of his plans. We're thrilled to have join our growing team!
I’m excited to share that I’ve started a new position as Senior Financial Advisor at Concentric Wealth Management LLC !
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