The right moves for your financial future

Rinehart Sussli Financial Group

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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Who we work with

Who we work with

Retirement Couple

Retirement readiness

Retirement plan sponsors

Retirement plan sponsors

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Kenneth Rinehart Profile Photo

    Kenneth Rinehart, CFP®, CIMA®, CEPA®, CRPS®, C(k)P®

    Senior Vice President–Wealth Management

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    • AR
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    • GA
    • HI
    • IL
    • IN
    • KS
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    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • SC
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    • VA
    • VT
    • WV

    Ken is the head of investment strategy and managing partner for our team. He holds the Certified Investment Management Analyst (CIMA®), Certified Financial Planner (CFP®) and Chartered Retirement Plans Specialist (CRPS ®) designation from the College for Financial Planning. At UBS, Ken holds the titles of Senior Vice President – Wealth Management, Senior Retirement Plan Consultant, and Senior Institutional Consultant.

    As a Financial Advisor, for more than 32 years, Ken has gained considerable experience managing uniquely-designed portfolios and has guided clients through historic market corrections, including the 1987 Crash, 2000-2002 Dot.com Bust, and the 2008-2009 Financial Crisis. Prior to UBS, Ken spent 10 years with Wells Fargo Advisors and nearly 20 years with Smith Barney as a Retirement Plan Consultant and member of the 401(k) Advisory Group.

    Working with private wealth clients, Ken applies financial, goals-based analysis to fulfill client needs involving educational funding, retirement, and estate planning. By partnering with his clients' accountants and attorneys, he helps navigate the sometimes complex financial decisions in their lives in a tax-efficient manner. In serving our team's institutional clients, he evaluates and recommends comprehensive retirement plan solutions that address Fiduciary Governance, Plan Administration, Investment Policy and Strategy, and Employee Education and Retirement Readiness. Above all, Ken is dedicated to elevating his practice through education, experience, examination and the highest standard of ethics.  

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March and is based on information from June to August of the award year.
    • PLANADVISER Top Retirement Plan Advisers, 2022The PLANADVISOR rating is based on information from January of the award year. 

      • Senior Institutional Consultant, UBS Institutional Consulting Program
      • Senior Retirement Plan Consultant
      • Certified Exit Planning Advisor
      8044 Montgomery Road
      Suite 100W
      Cincinnati, OH 45236
    • Michael Sussli Profile Photo

      Michael Sussli

      Senior Vice President–Wealth Management

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      • CA
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      • IN
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      • MA
      • MI
      • MO
      • NC
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      • VA
      • WV

      Mike has over 25 years of experience in Retirement Plan Consulting Services, and serves along with Ken as Relationship Manager for RSFG institutional clients. Prior to joining UBS, he spent over 25 years as a Retirement Plans Consultant and the last 8 years at Wells Fargo. Mike has extensive experience in plan design, implementation and servicing of employer-sponsored retirement plans. 

      • NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March and is based on information from June to August of the award year.

        • Senior Retirement Plan Consultant
        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
      • Alexander Rinehart Profile Photo

        Alexander K. Rinehart, CIMA®, CRPS®

        Financial Advisor

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        • AR
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        • IL
        • IN
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        • KY
        • MA
        • MI
        • MO
        • MS
        • NC
        • NJ
        • NM
        • NY
        • OH
        • OK
        • PA
        • RI
        • SC
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        • VA
        • VT
        • WI
        • WV

        Alex joined the Rinehart Sussli Financial Group in 2017. A Cincinnati native, he attended St. Xavier High School before receiving his Bachelor's Degree in Structural Engineering from The Ohio State University in 2014. While in school, he was the Treasurer Officer for The Ohio State University chapter of the American Society of Civil Engineers. After graduating, Alex practiced structural engineering in Columbus, Ohio, responsible for the detailed design of various structures.

        Alex serves the team as both a Financial Advisor and as a Retirement Plan Consultant by developing customized financial plans, implementing and managing investment solutions, and executing the team's portfolio trading. He holds the Series 7, Series 66, Life and Health, Chartered Retirement Plans Specialist (CRPS®) designation, Certified Investment Management Analyst® (CIMA®) designation, is a Notary Public in the state of Ohio, and is currently studying to become a CERTIFIED FINANCIAL PLANNERTM professional. Outside of the office, Alex loves cooking, SCUBA diving, and woodworking. He and his wife, Annamarie, live in Norwood with their two dogs.

          • Ohio State University, Bachelor's Degree in Structural Engineering
          • Certified Investment Management Analyst®
          • Chartered Retirement Plans Specialist℠
          • Retirement Plan Consultant
          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
        • Mark Ledonne Profile Photo

          Mark Ledonne, CIMA®, CRPS®

          Financial Advisor

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          • AR
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          • HI
          • IL
          • IN
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          • MO
          • MS
          • NC
          • NJ
          • NM
          • NY
          • OH
          • PA
          • SC
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          • VA
          • VT
          • WV

          Mark has 13 years of experience in the financial services industry, with the last 11 years as part of the Rinehart Sussli Financial Group. He is responsible for all client performance reporting and analytics, as well as the manager search and selection process. He comes to us with experience from Fidelity Investments. He holds the Chartered Retirement Plans Specialist (CRPS ®) designation from the College for Financial Planning.  Mark earned a Bachelor of Science Degree in Finance from Xavier University in 2006 and resides in West Chester with his wife and two daughters.

           

            • Xavier University, Bachelor of Science Degree in Finance
            • Certified Investment Management Analyst®
            • Chartered Retirement Plans Specialist℠
            8044 Montgomery Road
            Suite 100W
            Cincinnati, OH 45236
          • Kevin Ruther Profile Photo

            Kevin Ruther, CFP®

            Financial Advisor

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            • AR
            • CA
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            • GA
            • IL
            • IN
            • KY
            • MA
            • MI
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            • NC
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            • VA
            • WI
            • WV

            Kevin has 10+ years of experience as a financial advisor to both individual and corporate clients and serves as RSFG's 401(k) Education Coordinator. He graduated from Miami University in 2010 with a major in Finance and a minor in Statistics. Kevin is a CERTIFIED FINANCIAL PLANNER™ and holds both Series 7 and 66 licenses. Outside of work, he is an Eagle Scout and remains active in the community. He currently resides in Loveland with his wife and two daughters.

              • Miami University, Major in Finance and a Minor in Statistics
              • CERTIFIED FINANCIAL PLANNER™
              8044 Montgomery Road
              Suite 100W
              Cincinnati, OH 45236
            • Lange Combs Profile Photo

              Lange Combs

              Senior Client Associate

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              • OH

              Lange has been with the Rinehart Sussli Group since 2002. She has a Bachelor of Science Degree from Miami University and has 20 years of experience in the financial services industry. Lange has her Series 7 License. She is responsible for the team’s special projects, marketing campaigns and compliance. She also works on the 401(k) side doing reports and research. Lange lives in Madeira with her husband and three children.

                • Miami University, Bachelor of Science
                  8044 Montgomery Road
                  Suite 100W
                  Cincinnati, OH 45236

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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