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Infinity Wealth Management
Infinity Wealth Counsel is a Cincinnati-based financial advisory firm and Registered Investment Advisor providing financial planning and investment...
Overview
Infinity Wealth Counsel is a Cincinnati-based financial advisory firm and Registered Investment Advisor providing financial planning and investment management services to families and small businesses. As a fee-only RIA it is held to a fiduciary standard of care and creates investment plans tailored to clients' specific goals.
General information
Firm type
RIA
Year founded
2014
Location
City
Loveland
Principals
Chris Oberholzer
Founder, Certified Financial Planner
Matt Oberholzer
Financial Planner, Certified Financial Planner
Carol Oberholzer
Operations Manager
Jess Reese
Client Service Representative
Sector focus
Frequently asked questions
What is known about Infinity Wealth Management's investment strategy?
No public information exists regarding the firm's asset-class preferences, stage focus, or deployment model. The firm has not disclosed any investment holdings or partnerships.
What is Infinity Wealth Management's AUM?
The firm has not published an AUM figure. AUM is listed as 'Undisclosed' with no third-party estimates available.
Does Infinity Wealth Management have any known portfolio companies?
No portfolio companies or direct investments have been publicly identified. The firm's investment activity is not documented in available sources.
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