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AJD Wealth Management

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Phone

+1 513-201-7550

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Last Updated On

Mar 16, 2025, 12:00:37 PM

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3300 Mercy Health Blvd

45211CincinnatiOhio

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Listing ID

47359578

About AJD Wealth Management

At AJD Wealth Management, a Fee-Only and Fiduciary Financial Advisor serving Cincinnati, we follow a passive investment approach using high-quality, low-cost ETFs to capture market returns. Based on Markowitz’s modern portfolio theory, we balance equities for growth and fixed income for stability, tailored to individual goals and risk. We focus on undervalued, fundamentally strong companies for long-term growth within a diversified portfolio.

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Financial Advisor

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