Who We Serve

Learn more about who we serve: Individuals & Families | Business Owners

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.

Contact us

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Call Us: 513-898-3850

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8044 Montgomery Road Suite 265 Cincinnati, OH 45236

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Email Three Corners Capital

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Three Corners Capital are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, IN, KS, KY, MI, MS, MO, NV, NY, NC, OH, OR, RD, SC, TN, TX, & WA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Three Corners Capital makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Three Corners Capital