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.

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