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8044 Montgomery Road
Suite 450
Cincinnati, OH 45236

(513) 745-7093

 

Team

We measure our success, not only by our clients' financial accomplishments, but the quality of relationships we build over time.  We are a full-service financial services firm located in Cincinnati, Ohio.  We are committed to helping people pursue their financial goals.  We offer a wide range of financial products and services to individuals and business owners.

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.  We explain the "whys" behind the financial planning process, and help people gain the clarity and confidence to pursue their long-term goals.

 

Joe Hoff

Certified Financial Planner

(513) 745-7093

(513) 277-4943

Joe was born, raised and resides on the west side of Cincinnati, Ohio. Since June 1985, Joe has helped individuals towards achieving clarity and completion in their financial planning. Great depth of technical expertise and real world...

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Digger Bujnoch

Certified Financial Planner

(513) 745-7093

(513) 277-4943

Digger Bujnoch adheres to Lincoln Financial Advisors’ philosophy – “Serve First, Last and AlwaysSM” – which was conceived over 60 years ago by legendary leader Stuart Smith and still drives our business...

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Amy L. Buelterman

Registered Planner Assistant

(513) 745-7094

(513) 277-4943

Amy Buelterman is a Registered Planner Assistant to Joseph J. Hoff, ChFC®, CLU®, CRPC®,CFP® and Digger D. Bujnoch. Amy assists Joe and Digger in client ongoing reviews. Amy’s main goal is to communicate with...

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Mary Beth Macke

Planner Assistant

(513) 745-7084

(513) 277-4943

Mary Beth Macke is a Planner Assistant to Joseph J. Hoff, ChFC, CLU, CRPC,CFP® and Digger D. Bujnoch CFP®. Her main duty is as a Client Service Specialist. She helps with Servicing client needs with a caring and compassionate...

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