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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 4pm

Truepoint Wealth Counsel

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United States
Cincinnati, OH
Truepoint Wealth Counsel

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This is life and wealth, well managed. Based in Cincinnati, OH. Powering Commas.

The clicking of the "Like" button by other individuals should not be considered a positive reflection or recommendation of Truepoint or investment advisory services offered by Truepoint. The clicking of "Like" button should only be considered as a means to circulate and receive news updates from Truepoint via Facebook. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Truepoint.

10/16/2026

“The culture at Truepoint is one of respect and honesty, positively impacting the experience of both our clients and employees.”

Congratulations on 10 years with Truepoint, Deanna Sicking! 🎉

10/15/2026

“What I enjoy most about my role is bringing people and ideas together, whether that's helping our team build stronger relationships, finding new ways to introduce people to Truepoint, or making sure we're telling our story in a way that resonates. It's rewarding to see those efforts come together to help more people experience what makes Truepoint special.”

Congratulations on 10 years with Truepoint, Abby Tuke! 🎉

10/13/2026

“I am passionate about helping clients and finding solutions that help them to feel more secure about their financial future and to enjoy their lives.”

Congratulations on 10 years with Truepoint, Brian Keating! 🎉

10/02/2026

“True wealth management is a coordinated effort to bring all areas of one’s financial life into focus. Truepoint does that with a team of professionals covering areas such as investments, taxes, estate planning, risk management, legacy planning, cash flow management and budgeting. And we deliver this service in the most friendly, approachable and understandable way possible.”

Congratulations on 20 years with Truepoint, Courtney! 🎉

09/30/2026

The Truepoint Way has been part of who we are from the very beginning.

For more than 35 years, it has shaped how we show up for our clients and for each other. It’s found in going the extra mile, paying attention to the little things, and holding ourselves to a high standard because we believe our clients and teammates deserve an exceptional experience.

It isn’t something written in a brochure—it’s something you can feel when you walk through our doors.

09/24/2026

We’re excited to share that Truepoint Wealth Counsel has been named to Barron’s 2026 Top 100 RIA Firms list! 🎉

We’re proud to have received this recognition from Barron’s and to be included among independent registered investment advisory firms across the country. This honor reflects the work of our entire team and our continued commitment to serving our clients with care. We’re grateful to our clients and team members who continue to be part of the Truepoint story!

View the full list here: https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1

The Barron’s Top RIA ranking, awarded each September based on prior 12-month data through June 30, is based on a combination of metrics, including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking; however, Truepoint, Inc. has paid a fee to Barron’s for logo licensing. Learn more about the ranking criteria and methodology here: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04

09/21/2026

We’re excited to welcome Preeti to the Truepoint team! 🎉

Preeti joins us as a Client Service Sr. Associate, supporting advisors and clients with account servicing, transfers, documentation, and day-to-day requests. She brings care and attention to every interaction, helping clients feel supported and confident throughout their financial journey. Welcome to Truepoint, Preeti!

09/16/2026

We’re excited to welcome Taylor to the Truepoint team! 🎉

Taylor joins us as an Operations Associate, supporting our advisory and specialist teams by helping ensure the accuracy and efficiency of our data and systems. With a strong eye for detail, Taylor helps keep things running smoothly behind the scenes while contributing to an excellent client experience. We’re so happy to have Taylor at Truepoint!

09/14/2026

We’re excited to welcome Ella to the Truepoint team! 🎉

Ella joins our Financial Planning team, where she supports advisors and financial planners in creating personalized financial life plans centered around each client’s values and goals. A recent University of Cincinnati graduate, she’s excited to begin her career helping deliver an excellent client experience. We’re thrilled to have her on the team!

09/10/2026

New opportunities at Truepoint! ✨

We’re looking for talented people to join our growing team as a Commas Advisor, Tax Manager, Wealth Advisor, Business Systems Specialist, or Portfolio Manager.

Explore our open roles and apply: https://truepointwealth.com/careers/

Address

9999 Carver Road, Suite 200
Cincinnati, OH
45242

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 4pm

Telephone

+15137926648

Website

http://www.truepointwealth.com/

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