Timothy Grout (CFP®, MBA)

Timothy Grout focuses in the
following client markets or areas of practice:

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

We do comprehensive financial planning. We help you clearly define your goals, then we review your financial situation, develop an investment plan, identify methods of minimizing your taxes, review your insurance coverage and consider your estate planning objectives. We partner with you to create a roadmap to the financial life you want to lead.

Whether you are planning for retirement, college, or just need to get your financial life in order, we welcome the opportunity to help you achieve your goals. Call us at 513-469-8400 or schedule an appointment.