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Wiley Wealth Management

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Luke Wiley

    Luke L. Wiley, CFP, CRPC

    Managing Director–Wealth Management

    Financial Advisor

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    Luke L. Wiley, Certified Financial Planner (CFP®), is a Managing Director of Wealth Management and Senior Portfolio Manager with UBS. He is one of a select group to earn the most senior title of Managing Director - Wealth Management. He has been recognized by Reuters in 2008 as a top advisor in the region, in 2013 was featured in Cincy Magazine's Power 100 issue "Ask the Experts", was recognized by UBS senior leadership in 2016 as "One of our Top Advisors", served a full term as a board member for Catholic Charities of Southwestern Ohio, as well as served a full term as a board member for "4C for Kids", and is a bestselling author of The 52-Week Low Formula. His book has been translated into Japanese.

    He began his career in the wealth management industry in 1997 after graduating from the University of Cincinnati with a triple major in Finance, Accounting, and Real Estate. He attended UC on a soccer scholarship and served as a team captain his senior year.

    Luke and his wife Melissa live in Mason with their four children, and are active with their church and children's school activities.

    Luke believes his "why" or "purpose" in life is to be valuable to others.

    • Barron's Top 1,200 Financial Advisors, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor℠
      8044 Montgomery Road
      The Towers At Kenwood
      Cincinnati, OH 45236
    • Zachary H. Wiley

      Zach H. Wiley, CPM, CRPC

      Senior Vice President–Wealth Management

      Financial Advisor

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      Zach is co-leader of the Wiley Wealth Management team. He is focused on pursuing clients' long-term expectations while minimizing risk, preserving capital, and protecting wealth during periods of market volatility. He joined UBS in January 2009 after eight years at Merrill Lynch as a Senior Financial Advisor. Zach achieved his Certified Portfolio Management designation from Columbia University in New York and is responsible for selecting, creating, and monitoring the specific investments of the team's equity portfolio. Zach is a graduate of Wright State University, has been featured in Cincy Magazine's Power 100 issue "Ask the Experts".

      Zach lives in Mason with his wife Karen and has three daughters. He is the grandfather of two and enjoys spending as much time as he can with his family.

      Zach’s passion is in philanthropy and actively seeks opportunities to help those in need. On weekends you will find him out with his girls hiking, fishing or doing whatever they want to do because he knows time goes by fast and the memories they create are priceless.

      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Certified Portfolio Manager®
        • Chartered Retirement Planning Counselor℠
        8044 Montgomery Road
        Suite 100W
        Cincinnati, OH 45236
      • Nicholas John Shine

        Nicholas J. Shine, CFP, AWMA

        Vice President–Wealth Management

        Financial Advisor

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        Nick grew up in Cincinnati, moving back here after obtaining a bachelor's degree in finance from Miami University's Farmer School of Business. He was highly involved during his time in school as president of his fraternity, multiple leadership organizations including another role as president for the inter-fraternity council, and as a limited partner in Miami's investment club. He continued his involvement during his professional career, having served as treasurer of his fraternity's housing corporation & alumni board, spending a few years as an active member for the American Heart Association, and was asked to speak at The Ohio State University's Fisher College of Business for their annual Integrate Conference.

        His interests include cycling, traveling, reading and continuing to learn, and, being the oldest of three siblings, spending time with his family.

        Nick, his wife Caroline, and their two dogs Bo-Hayden and Brody-Walker live on the east side of Cincinnati in the Columbia Tusculum neighborhood.

        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

          • Accredited Wealth Management Advisor℠
          • CERTIFIED FINANCIAL PLANNER™
          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
        • Peter Drew Kariofiles

          P. Drew Kariofiles, CFP

          Financial Advisor

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          Drew grew up in Cincinnati and attended Johnson & Wales University (JWU) located in Providence, Rhode Island and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. At JWU, Drew was a student-athlete earning a degree in Finance and served as captain of the men's varsity ice hockey team. In addition to graduating Summa Cum Laude from JWU in less than three years, he served as president of the JWU Finance & Investment Club and was awarded Male Scholar Athlete of the Year.

          Drew is an active member in the community serving as Head Coach for the Xavier University Men's Club Ice Hockey Team and is involved in the Cincinnati Swords youth hockey program. He is a member of the Marianist Society at Archbishop Moeller High School. His interests include all types of physical activity, golf, travel, and strengthening his faith. He and his wife, Laura, live in the East Walnut Hills neighborhood in Cincinnati.

          • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              8044 Montgomery Road
              Suite 100W
              Cincinnati, OH 45236
            • Baily Kennedy

              Baily N. Kennedy

              Client Associate

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              Baily received her bachelor's degree in Exercise Physiology from Northern Kentucky University. There, she was involved with various campus activities; most notably holding the vice president position of her sorority. After graduation, Baily worked in Cardiac Rehabilitation at The Christ Hospital in Cincinnati. Upon deciding to advance her education and career, she went on to obtain her MBA from Thomas More College in Crestview Hills, Kentucky. Baily is a lifelong Northern Kentucky resident, currently living in Edgewood, Kentucky with her husband Eric, and their two girls Sloane and Lola. Her interests include pottery, Pilates, traveling, and playing with her dog, Norman.

                    8044 Montgomery Road
                    Suite 100W
                    Cincinnati, OH 45236

                  Learn more about the Wiley Wealth Management Team

                  Luke Wiley, Zachary Wiley, Nicholas Shine and Peter Kariofiles of Wiley Wealth Management

                  Our team has many years collective experience managing client accounts through several market cycles. We continually seek knowledge to be prepared to address the issues that impact the lives of our clients. We treat all of our clients with respect and stay actively engaged to ensure exceptional service is delivered. Wiley Wealth Management has and will continue to be genuinely committed to providing ongoing value to the wealth management needs of our clients.

                  Connecting you to the deep resources of UBS

                  By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                  The 52-Week Low Formula™

                  Learn more about the investment discipline and strategy formula called The 52-Week Low Formula™. The formula applies strict valuation metrics to identify each company (i.e., minimum Free Cash Flow Yield) while challenging conventional wisdom and its emotional pressures (i.e., companies trading closest to their 52-week low). This consistent evaluation of value and a nonconformist mindset is applied throughout our individual stock selection.

                  The circular economy: What is it?

                  Retirement planning

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                  A global leader in wealth management

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                  Euromoney Private Banking and Wealth Management Survey, 2022

                  #1

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                  Institutional Investor, 2021 Global Rankings

                  Financial strength

                  Driving confidence.
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                  A+ (stable) Standard & Poor’s

                  UBS AG, long-term senior secured debt rating. As of 11/23/2021

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