Charles N. Kuhn, III
Charlie has assisted clients in maximizing their wealth with a minimum of risk since 1990. He is generous with his time, advice, and resources as he strives to build long-term relationships with his clients. Furthermore, he believes in serving his clients on a personal basis with year-round contact and the highest level of integrity and objectivity. For 18 years, Charlie has specialized in solving the financial needs and challenges of physicians, dentists, and other health care professionals. He measures his success and effectiveness by the financial success and security of his clients.
Charlie provides clients with Financial Planning, Investment and Insurance Strategies, and Estate and Business Planning. Additionally, Charlie conducts practice management seminars for physicians at hospitals in Cincinnati, Columbus, and Lexington.
Charlie listens to the needs and objectives of his clients and tailors solutions to achieve their goals. He insists on having a clear understanding of his clients’ needs before recommending specific financial strategies and products. He also prides himself on maintaining relationships with his clients’ other trusted advisors (CPAs, attorneys, bankers, etc.).
Charlie graduated with a Bachelor of Business Administration degree in Finance and Marketing from the University of Cincinnati. He is a Registered Investment Advisor and has the following licenses: Series 7, Series 6, Series 63, and Series 65.
Charlie is married and lives with his wife (Stacey), three daughters (Madelaine, Elizabeth, and Lillian) and son (Charles) in Loveland, Ohio. He enjoys spending time with his family, church groups, and cycling.