Precedent Financial Strategies

We design solutions for those seeking expertise in personal finance, investment and income solutions, tax strategies, and divorce finances. We will work together to build a financial plan to fulfill your vision and create clear, concise action plans, tax reduction strategies, investment and lifetime income solutions, and optimize every aspect of your personal finances.

Specializing in the uniquely complex needs of physicians and similar professional families, particularly those going through divorce and rebuilding thereafter. We serve clients throughout the United States, and those living in the Cincinnati and Indianapolis regions.

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Advisors at this Office

Advisors at Other Firm Offices

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This Office

11 Garfield Place Cincinnati, OH 45202-4301 Phone: (513) 817-0326

Primary Office

9000 Keystone Xing Ste 145 Indianapolis, IN 46240-7825 Phone: (317) 793-3553

Other Offices

11 Garfield Place Cincinnati, OH 45202-4301 Phone: (513) 817-0326