Retirement planning. It's about time.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Mature woman on tablet

Joseph Peters

Financial Advisor

I have been a Financial Advisor for over 15 years. In that time I have experienced a multitude of market cycles. My clients tell me that they value my ability to keep them focused on the longer term. My practice is multifaceted in that I address their financial plan as well as, through my strong portfolio management background, help them create the appropriate asset allocation. Through the financial planning process I help them to organize their finances and ensure that they are positioned to maximize the potential to achieve their long term goals. I live in Cincinnati with my wife and three children and spend my free time enjoying their many sporting activities.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • IN
  • KY
  • NY
  • OH
  • SC
  • TN
  • TX

Education

  • Xavier University

Credentials

  • Chartered Retirement Planning Counselor
  • Portfolio Manager
8044 Montgomery Road
The Towers At Kenwood
Suite 100W
Cincinnati, OH 45236
  • (513) 792-5279

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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