2300 Montana Ave., Ste. 540
Cincinnati, OH 45211
For more than 25 years, Jeffrey Meier has helped clients design a plan to pursue their financial goals and discover the confidence and comfort that comes from having a comprehensive financial plan. As an independent advisor, he provides objective advice that’s personalized for each client’s distinct goals.
At the heart of Jeffrey’s approach is building trusted relationships with clients. By getting to know them and their hopes for the future, he’s able to design a strategy suited to their objectives – whether that’s planning for retirement, managing risk, saving for college or putting an estate plan in place. Jeffrey works collaboratively with clients to help them plan for a confident financial future.
Jeffrey holds the Series 7, 63 and 66 registrations through LPL Financial, as well as life and health insurance licenses. He earned his bachelor’s degree from the University of Dayton and MBA from Indiana Wesleyan University.
Jeffrey and his wife, Elizabeth, have been married for nearly 25 years and have four children. An avid sports fan, Jeffrey enjoys coaching youth athletics and volunteering.