Click here to learn more about our Physician-Centric Advisory Services.

Live a Meaningful Life with Wealth Management Services

Botto Financial is a fee-based financial planning firm offering comprehensive services. We understand a great financial plan covers all the bases and addresses you and your basic needs. That’s why we are committed to helping our clients build a holistic financial plan that addresses questions that typically occur outside of the balance sheet. As a father and son team, we are on a mission to bring transformational thinking to our clients in order to help create generational wealth. Whether you are just getting your financial house in order, or you’re already in great financial shape and ready to think bigger, we are here to serve you.

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A great financial plan covers all the bases and addresses your and your basic needs. We believe a holistic financial plan should also address questions that typically occur outside of the balance sheet.

We believe you can and should be asking questions like…

WHAT ARE THE DREAMS WE CAN MAKE A REALITY?

WHAT KIND OF STORY WILL OUR GRANDKIDS TELL OF OUR LEGACY?

CAN WE HAVE IMPACT BEYOND OUR BALANCE SHEET?

Meet the Bottos,

a father-son team that combines a career’s worth of experience (Mark) in financial planning with a detailed and fresh perspective (Wesley). Together, they weave their individual approaches into their fiduciary duty towards the people they serve.

As Fee-Based Financial Advisors, we hold ourselves to the Fiduciary Standard. That means we deliver impartial advice and transparent pricing.

IF YOU’RE LIKE SO MANY OF OUR CLIENTS WHEN WE FIRST MET, YOU’RE LIKELY ASKING QUESTIONS LIKE…

Do I even have a chance to hit my financial goals?

How do I know if I’m on track?

Am I making the right decisions with my money?

What if I am missing something?

THE QUESTIONS ABOVE ARE NOT UNCOMMON.

THEY ARE A GOOD PLACE TO START.

WE WANT TO HELP YOU ANSWER QUESTIONS LIKE THESE:

What is the most important impact we could have with our money?

What else could we be doing to be generous?

What would it mean to be even more proactive as we create our legacy?

What would it mean to live beyond the balance sheet?

Experienced Financial Planning Advisory Services

We work with individuals across a range of industries who are at a lot of different stages in their lives.

Physicians, Residents, & Established Medical Professionals

As financial advisors that specialize in working with physicians in Cincinnati, Botto Financial is sought after for our expertise. We’re proud to offer exceptional financial planning for physicians and established medical professionals, alike. We have clients that cover a variety of medical specialties, in Ohio, Northern Kentucky, and throughout the country.

Young Professionals

Young professionals in a wide variety of industries turn to Botto Financial to clarify their financial goals and design a plan to reach them. Let us help execute a plan that helps you capitalize on your opportunities and creates freedom for you and your family.

Business Owners

Business owners utilize our executive consulting services. Finding a trustworthy and reliable fiduciary in Cincinnati can be a challenge for entrepreneurs but we’re here to guide you every step of the way.

Professionals Approaching Retirement

When you’re approaching retirement, you understand the need for a comprehensive plan to generate income in retirement. We build robust retirement plans that can help you reach your financial goals.

Professional Services Executives

We help executives across many industries make the most of their income. Through thoughtful tax planning and investment management we help you reach your goals. Get in touch now to learn more!

Our Services

Behavioral Financial Coaching

Some of the most important lessons in investing don’t involve percentages or complicated formulas, but principles that have been proven over time..

Efficient Insurance Solutions

We are independent agents so we can survey the landscape for you and help you get the coverage you need at the most affordable price.

Strategic Investment Management

In addition to diversified portfolios, we help you invest in a tax efficient manner to get the most out of your investments.

Thoughtful Estate Planning

Create an intentional legacy with estate planning.

Budget Accountability

Strengthen your budget by identifying weaknesses and opportunities.

Ready to live beyond the balance sheet?

Let us help you live life to the fullest and guide you in making confident decisions around your finances.

LOCATION

4565 East Galbraith Road
Suite B
Cincinnati, OH 45236

PHONE

(513) 924-3350 Ex. 18

EMAIL

wesley@cfgconnect.com

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DISCLOSURE

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Read our Privacy Policy here.
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