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Pomeroy Financial Planning
Pomeroy Financial Planning, LLC is an SEC-registered investment adviser in Cincinnati, OH. It has one employee and one investment adviser. The firm is based in...
Pomeroy Financial Planning
Pomeroy Financial Planning, LLC is an SEC-registered investment adviser in Cincinnati, OH. It has one employee and one investment adviser. The firm is based in Cincinnati.
General information
Firm type
RIA
Location
Region
North America
Sector focus
Frequently asked questions
What services does Pomeroy Financial Planning offer?
The firm is registered as an investment advisor, suggesting a focus on financial planning services such as retirement planning, estate planning, and investment management. No detailed services list is publicly available.
How does the firm generate revenue?
As an RIA, it likely charges fees based on assets under management, flat retainer fees, or hourly billing. No specific fee structure is disclosed.
What types of clients does the firm serve?
The name suggests a focus on individual households seeking financial planning, rather than institutional investors. Client criteria are not publicly stated.
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