Andrew Magenheim PhD, PiE3 Financial Collaborative

Andrew Magenheim PhD, PiE3 Financial Collaborative Certified Financial Planner (CFP) offering investment advisory services through Eagle Strategies LLC I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

5905 Galbraith Rd, Suite 4000
Cincinnati,, OH 45236
Tel: 513.290.0539

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither PiE3 Financial Collaborative nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. PiE3 Financial Collaborative is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

03/27/2026
03/26/2026

Most people don’t need more financial products—they need a clearer path.

That’s why I’ve been building around a simple idea:

PiE³ = Personal Independence

🔹 π (Pi) → The goal: Personal Independence
The ability to make decisions on your terms—with clarity and confidence.

🔹 E³ → The process that gets you there:
• Engagement – Start with real conversations, not assumptions
• Emotional Questions – Understand what truly matters beyond the numbers
• Enable Action – Turn clarity into meaningful steps forward

Because clarity builds confidence…
and confidence is what ultimately drives independence.

The industry can be complex. It doesn’t have to feel that way.

people don’t need more financial products—they need a clearer path.

That’s why I’ve been building around a simple idea:

PiE³ = Personal Independence

🔹 π (Pi) → The goal: Personal Independence
The ability to make decisions on your terms—with clarity and confidence.

🔹 E³ → The process that gets you there:
• Engagement – Start with real conversations, not assumptions
• Emotional Questions – Understand what truly matters beyond the numbers
• Enable Action – Turn clarity into meaningful steps forward

Because clarity builds confidence…
and confidence is what ultimately drives independence.

The industry can be complex. It doesn’t have to feel that way.

03/21/2026

Inclusion is about more than just being present — it’s about belonging. 💛

It’s about communities coming together, supporting one another, and making sure every voice is heard and valued. When people of all abilities have the opportunity to connect, advocate, and share their experiences, we create spaces where everyone can thrive.

Moments like this remind us that progress happens when we stand together, listen to each other, and continue working toward a more inclusive world.

💛

03/14/2026

Pi = Peace and Integrity

03/09/2026

Last week was 17 full years with PiE3 Financial Collaborative!

• Rather than a fancy name, an equation was developed…

• The symbol Pi (π) = Plan and Implement....this works ahead of following scripts!

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

Martin Luther King Jr. believed that everyone can be great because everyone can serve.On this MLK Day, we honor his lega...
01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!
09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.
06/19/2025

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.

Address

5905 Galbraith Road, Ste 4000
Cincinnati, OH
45236

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Andrew Magenheim PhD, PiE3 Financial Collaborative posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Andrew Magenheim PhD, PiE3 Financial Collaborative:

Share