The Asset Advisory Group

Financial Services
Cincinnati OH
5 employees
Financial Services

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Company Overview

Headquarters: 9200 Montgomery Rd Ste A, Cincinnati OH

Website: taaginc.com

Phone: (513) 771-7222

Employees: 5

Founded in: 1988

Industry: Financial Services

NAICS Code: NAICS Code 52393 Companies

NAICS Code 52 Companies

NAICS Code 5239 Companies

NAICS Code 523 Companies

SIC Code: SIC Code 628 Companies

SIC Code 62 Companies

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Financials & Stats

Revenue

$1B

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Who is The Asset Advisory Group

The Asset Advisory Group is a financial advisory firm based in Cincinnati, Ohio. The company is privately held and employs 5 individuals, generating an estimated $1 million in annual revenue. TAAG provides fee-only financial planning and investment management services to successful individuals and families. Their collaborative approach empowers clients to make informed decisions about their finances, acting as a personal CFO to help them achieve their financial goals. They work closely with clients and their trusted advisors to protect and enhance their wealth. The firm specializes in fee-only financial planning, serving as a Registered Investment Advisor (RIA) with Certified Financial Planner (CFP) professionals on staff. They utilize Dimensional Fund Advisors (DFA) in their investment strategies and have experience working with clients from companies such as Procter & Gamble (P&G). TAAG focuses on retirement income planning and emphasizes a fiduciary responsibility to their clients. For inquiries and consultations, please visit their website at taaginc.com.

The Asset Advisory Group Industry Tags

Fee only

Registered Investment Advisor

Certified Financial Planner

CFP

Dimensional Fund Advisors

DFA

P&G

Procter & Gamble

retirement income planning

woman owned

fiduciary

independent

financial planning

wealth management

P&G

Financial Services

Financial Advisory Services

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The Asset Advisory Group Tech Stack

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FAQ

What is the location of The Asset Advisory Group's headquarters?

The headquarters of The Asset Advisory Group are situated at 9200 Montgomery Rd Ste A, Cincinnati OH

What is The Asset Advisory Group's phone number?

The Asset Advisory Group's contact number is (513) 771-7222.

What is The Asset Advisory Group's official website?

The official website of The Asset Advisory Group can be found at taaginc.com.

What is The Asset Advisory Group's current revenue?

As of May 2014, The Asset Advisory Group's annual revenue reached $1B.

How many employees does The Asset Advisory Group currently have?

The Asset Advisory Group employs approximately 5+ people as of May 2014

Which industries is The Asset Advisory Group primarily operating in?

The Asset Advisory Group operates in the following industries: Finance, Credit

What are The Asset Advisory Group's industry tags?

The Asset Advisory Group's industry tags include: Fee only, Registered Investment Advisor, Certified Financial Planner

When was The Asset Advisory Group founded?

The Asset Advisory Group was founded in 1988.

Employee Directory

Key Employees

Leigh Edwards

Client Service Manager

Phone Email

Mary Herrmann

Director of First Impressions

Phone Email