Barnes Dennig Private Wealth Management

Barnes Dennig Private Wealth Management is an affiliated entity operating within the Barnes Dennig group, a regional accounting and advisory firm. Investment advisors and CPAs share client-service responsibilities, with the wealth management team executing portfolio decisions while the tax team handles preparation and planning. The arrangement mimics a family-office service model scaled for private clients who are not single-family-office candidates.

The firm uses separately managed accounts with an emphasis on after-tax outcomes. Typical strategies include direct indexing to capture tax-loss harvesting opportunities and bespoke management of concentrated stock positions. The firm does not market proprietary funds or alternative investment products.

Its client base is concentrated around Cincinnati, Northern Kentucky, and Indianapolis, where the parent accounting firm maintains its physical presence. While investment management can be delivered remotely, the advisory model assumes ongoing coordination with the local tax team.

No. It is a registered investment advisor serving multiple families, business owners, and individuals through a shared platform. Its service delivery borrows from family-office principles by integrating investment management with tax and estate planning, but it is not structured around a single source of wealth.

As a registered investment advisor, Barnes Dennig Private Wealth Management is subject to fiduciary duties under the Investment Advisers Act of 1940. This differentiates it from broker-dealer models that operate under a suitability standard.