FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
SEC RegisteredWe Always Place Your Financial Needs First
About the firm
Established in 1980 and based in Cincinnati, Ohio, Future Financial is a family-focused wealth management firm with over 90 years of combined experience serving clients. The team brings specialized expertise in financial planning and investment management, delivering tailored advice and strategies designed to meet unique client goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management, including tailored advice and strategies, portfolio management, and 529 accounts.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 160 | $47M |
| High Net Worth Individuals | 58 | $146M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 - $500,000 | 1.50% |
| $500,000 - $1,000,000 | 1.25% |
| $1,000,000 - $3,000,000 | 1.00% |
| $3,000,000 and Up | — |
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.