# INFINITY WEALTH COUNSEL, LLC

INFINITY WEALTH COUNSEL, LLC is a RIA based in Cincinnati.

## Overview

- **Organization type:** RIA
- **Headquarters:** Cincinnati
- **Assets under management:** Undisclosed
- **Website:** https://infinitywealthcounsel.com
- **LinkedIn:** https://www.linkedin.com/company/70807134

## Regulatory record

- **CRD number:** 171959
- **SEC file number:** 801-126090
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171959

## About

Infinity Wealth Counsel is a Cincinnati-based financial advisory firm dedicated to delivering investment and financial planning solutions that fit clients' wealth journeys. It is a family-owned financial advisory team with a client-centric approach that creates investment plans tailored to specific goals rather than investment products. The firm offers services across life stages including financial planning, investment management, retirement planning, estate planning, legacy planning, and charitable planning.

## People

- Matt Oberholzer — Financial Planner, Certified Financial Planner
- Chris Oberholzer — Founder, Certified Financial Planner
- Carol Oberholzer — Operations Manager
- Jess Reese — Client Service Representative

## Questions

### Who runs investment decisions at Infinity Wealth Counsel?

No named principals or investment decision-makers are publicly identified for Infinity Wealth Counsel. The firm's internal governance structure is not disclosed, which is typical for family offices that maintain a low profile.

### Does Infinity Wealth Counsel participate in fund commitments or only direct deals?

The firm's investment approach is undisclosed. Without public portfolio or partnership data, it is not possible to determine whether it engages in fund commitments, direct deals, or a combination.

### What investment stages does Infinity Wealth Counsel typically target?

No information exists in public records regarding the firm's target investment stages. The absence of disclosed portfolio companies or deal history leaves this question unanswered.

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Last updated: 2026-08-11T15:07:05.535Z

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