Eric Ross (CFP®)

Eric Ross focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Eric, a CERTIFIED FINANCIAL PLANNER™ practitioner, has more than 15 years of experience in helping individuals and families achieve their financial goals. Prior to joining Madison, Eric was a Shareholder and Director of Financial Planning for a large advisory firm where he served clients with complex financial needs and led the firm’s financial planning services. Previous to this, Eric was a management consultant with two leading global consultancies, Deloitte Consulting and Accenture.

Eric earned his B.S. in Business Administration from The Ohio State University, where he also received the Pacesetter Award for his leadership. Eric stays involved at Ohio State serving as a mentor in the Fisher College of Business and participating in pro-bono financial planning work with the financial planning program. Eric is also a Certified Business Coach for the Flywheel Social Enterprise hub where he helps entrepreneurs accelerate their business success. He serves on the board of NAPFA Midwest. Eric is a 2016 graduate of United Way of Greater Cincinnati’s Board Orientation & Leadership Development class. He has been quoted and featured in print publications including the Wall Street Journal, Kiplinger, the New York Times, and Consumer Reports.

Married with two children, Eric resides in Blue Ash where he enjoys being active outdoors, cooking, traveling, and coaching youth soccer.

NAPFA Start Date

August 16, 2011

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This Office

7755 Montgomery Rd Ste 350 Cincinnati, OH 45236-4197 Phone: (888) 943-4198