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Harrison Wolfe, CFP®

ASSOCIATE ADVISOR

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As Associate Advisor in the firm, my primary role involves developing financial plans and helping deliver advice to clients across the firm. I also have a key role in operations, introducing and training the team on new technology and software to improve our processes.

MY MISSION:

My passion for this profession is to help clients make smart financial decisions that will give them confidence to pursue their own passion and dreams. 

By starting with a well-thought-out, evidence-based financial planning process, we establish a working relationship where clients clearly understand what fees they are paying, and what advice they are getting for that fee. This straightforward approach, coupled with our battle-tested Power of 5 Investing® system, allows me to coach clients through good markets and bad to make sure we have actionable strategies to reach their most cherished goals.

BACKGROUND:

I was born and raised in Dayton, Ohio and attended Beavercreek City Schools. Growing up I was involved in many different sports playing baseball, basketball, football and soccer. Later in my career, my main focus was on baseball and was a two-year letterman at Beavercreek High School. After High School I moved to Cincinnati to attend University of Cincinnati, where I received a degree in Finance and Accounting from the Carl H. Lindner College of Business. I participated in the Co-Op program, where I held internships in the financial services industry. This ultimately led me down the career path I am on today.  

PERSONAL LIFE:

When I am not servicing clients, I enjoy playing golf, exercising, and traveling to tropical destinations. I am an avid Cincinnati Bearcats and Cincinnati Reds fan. 

CERTIFICATIONS:

  • CERTIFIED FINANCIAL PLANNER™ (2019)
  • Executive Certificate in Financial Planning - Xavier University (2019)

EDUCATION:

  • BBA Finance, Accounting, University of Cincinnati