Who We Serve

Serving Diverse Clientele

We serve diverse clients spanning various locations across the U.S. Our clients are typically high-net worth individuals seeking financial planning and personal investment solutions.

  • Individual & Families
  • E20–40-year-olds with high incomes and/or wealth
  • EBusiness owners/entrepreneurs
  • EExecutives and high-level managers/directors
  • ERetirees
  • Business & Nonprofits
  • ERetirement plans
  • EEndowments
  • ECorporate accounts

Our expertise in charitable planning and sustainable, responsible and impact investing has led us to be a leader in areas like donor advised funds, business or real estate exit planning, and legacy planning to name a few.

A Common Purpose

Uniting our clients is a desire to make prudent financial decisions while aligning their unique values.

Learn more about what we do…

Discover how we can help you align your financial goals with your values and create a meaningful impact on your financial journey.

Call Us: 513-898-3850

8044 Montgomery Road Suite 265 Cincinnati, OH 45236

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Three Corners Capital