Holcomb Frey Wealth Partners 3825 Edwards Road, Cincinnati, OH 45209

Welcome to Holcomb Frey Wealth Partners, where life's grandest visions are transformed into thoughtful plans. Located at 3825 Edwards Road, Suite 630, Floor 6, in Cincinnati, Ohio, we are a dedicated finance firm committed to meeting the dynamic needs of each client. Our bespoke investment strategies and comprehensive financial solutions are designed to grow with you at every stage of your wealth journey.

Our expert team provides seamless financial management and empowers your decision-making with guidance tailored to your unique challenges. We offer a sophisticated open-architecture platform for both traditional and alternative investments, ensuring that your financial objectives are met with precision and care.

At Holcomb Frey Wealth Partners, we serve as an extension of your team, offering holistic financial planning services for individuals and institutions. Our offerings include fiduciary oversight, trust management, and day-to-day account services, all aimed at ensuring your financial stability today and securing your family's future.

We bring the esteemed Rockefeller guidance and experiences to every client, from everyday financial decisions to once-in-a-lifetime opportunities. Our curated Rockefeller Lifestyle Advisory partners provide exclusive experiences and concierge services, allowing you to focus on what truly matters—your passions and legacy.

As part of the Rockefeller family, we leverage a longstanding brand name that places the client at the center of everything we do. Our team acts as confidantes, counselors, and navigators, dedicated to simplifying the complexities of financial planning and wealth management.

Discover how Holcomb Frey Wealth Partners can help you invest intelligently in your community and align your wealth with your values. Visit us in Cincinnati or contact us today to begin your journey towards realizing your grandest visions.