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

At Truepoint, wealth advisors lead the development of comprehensive and customized plans based on clients’ unique circumstances and goals. Advisors are committed to meeting their fiduciary responsibilities by delivering unbiased, proactive advice and personalized service. Our integrated and holistic approach includes investment management, financial planning, tax management, estate planning and risk management. We also offer specialized services for current employees of P&G and GE, as well as for retirement plans, foundations and endowments.

Additional Information

Eric leads Truepoint’s financial planning group.  He works with clients to craft financial plans that help them lead the life they want to live.   In addition to working directly with clients, he leads Truepoints research and thought leadership activities regarding financial planning topics of relevance to Truepoint’s clients.

Eric is a graduate of The Ohio State University with a bachelor’s degree in business administration and is a Certified Financial Planner™ professional.

Outside of work, Eric has been a guest lecturer at The Ohio State University’s Fisher College of Business and served as a judge for the Financial Frontier Awards. Other civic involvement includes teaching the Junior Achievement financial literacy course to area high school students, and serving on the Planned Giving Committees of CET public television and the Cincinnati Zoo and Botanical Garden.

NAPFA Start Date

August 16, 2011

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This Office

9999 Carver Rd Ste 200 Cincinnati, OH 45242-5537 Phone: (513) 792-6648 Fax: (513) 792-6644