Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Tim Guthrie, CFP seeks to reduce investment risk where possible in client accounts, consistent with client investment goals. The goal is competitive performance with less downside risk. Contact Tim to learn how he achieves this goal.
Timothy Guthrie (CRD# 1989045) is an Investment Advisor Representative who also owns Bullseye Investment Management, LLC in Cincinnati, OH and has over 27 years of experience in the finance industry.
- Bullseye Investment Management is a Fee Only registered investment advisor (RIA). You will never pay a sales charge: We have no commission based conflicts of...
James Owens (CRD# 4780124) is an Investment Advisor Representative working at Integrity Capital, a DBA of Lang Advisors, in Covington, KY and has over 10 years of experience in the finance industry. James Owens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice...
Josh Deeter is CEO and Owner of the Deeter Advisory Group, LLC in Cincinnati, OH and has 15 years of experience in the finance industry. Joshua Deeter has taken additional exams to become a
A little background on Josh:
After graduating from Elon University in North Carolina, Josh lived in Atlanta working for the financial company, Advantage Capital, thus beginning his career in the financial industry.
In 2004 he moved to Cincinnati to begin working with his Father's company, Deeter & Bodnar Advisors. Shortly after his Father passed away in 2008, Josh started the Deeter Advisory Group.
In 2008 he received his Diploma from Xavier University in Financial Planning. Josh then went on to complete the Certified Financial Planning (CFP®) certificate. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP® Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. He also carries an Accredited Investment Fiduciary (AIF®), specializing in fiduciary liability and responsibility. The CFP® and AIF® marks further allow Josh to customize portfolios and personalize financial plans by making unbiased recommendations that truly are unique to each client. Along with working with individuals he consults on defined contribution and defined benefit plans. As part of financial planning, he works with individuals assessing risk management and college savings plans, too.
Josh sits on on the mentoring board for Cincinnati based Professional Leadership Network (PLN). PLN works directly with the Dan Beard Boy Scout Council.
Josh is driven by his faith and is deeply involved in his Church, Horizon Community Church based in Newton, OH . Josh also works closely with The Heart of the Outdoors which works with individuals to pursue their faith through a passion for the outdoors. Another organization close to Josh's heart is The Aruna Project, which battles sex slavery in India
Josh lives in Terrace Park (suburb of Cincinnati) with his wife Betsy and three children Bo, Nellie and Emma.
Bradford Felix (CRD# 5373017) is an Investment Advisor Representative working at Rhinevest in Cincinnati, OH and has 6 years of experience in the finance industry.
RhineVest was acquired by Truepoint, Inc. ("Truepoint") in April 2016. Mr. Bradford Felix, CFA, is now an employee of Truepoint, and an investment advisory representative of Truepoint Wealth Counsel, LLC, a federally registered investment advisor. RhineVest continues to operate independently as a wholly-owned subsidiary of Truepoint Wealth Counsel.
Timothy Grout (CRD# 5497552) is a fiduciary and Investment Advisor Representative working at Clear Perspectives Financial Planning, LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.
Tim developed an interest in financial planning when he was working with family and friends who couldn't find the holistic financial services they needed, leading him to start Clear Perspectives with his business partner, Carol Hoffman, in 2008. Tim took additional exams to become a Certified Financial Planner (CFP). CFP professionals must pass the comprehensive exam, pass CFP Board's...