Andrew Magenheim PhD, PiE3 Financial Collaborative

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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 through 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.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

05/12/2026

Quick question:

Do you think of diversification as protection…
or as growth?

Most treat it like defense.

But the best outcomes I’ve seen come from a different mindset:

Start with Personal Integrity (Pi)
Then expand through aligned opportunities.

Pi + ∞ > Pi vs. ∞

How do you think about it?

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

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

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