THE HADDAD O'BRIEN PAYTON GROUP

For decades, we have delivered our financial acumen, deep devotion and personal commitment of care to affluent client families in greater Cincinnati, across Ohio, and in more than 25 states across the nation. Many clients have been with us for generations – including active and retired professionals, business owners who’ve had liquidity events, entrepreneurs, executives, widows, business retirement plans and non-profit organizations.

Our Mission is to operate daily with integrity to execute client objectives through ongoing management of a personalized strategy, delivery of world-class investment solutions, continual oversight, and accountability.

At The Haddad O’Brien Payton Group, our clients have grown beyond cookie-cutter advice and call-center service.  So we spend significant time listening to clients (what they say and may not say) – not just at the outset of each relationship, but frequently – to review changes in clients’ lives, their goals, and the markets. We want to appreciate what’s meaningful to clients as new opportunities and challenges arise. What are their concerns and ambitions for themselves and their families?

Now, as a multi-generational team, it’s even more natural for us to work with generations of clients – their growing and adult children, and often, their elderly parents. By “bringing all stakeholders to the table” (when appropriate), we are better able to develop integrated approaches (from investment and retirement planning, to liability management, tax minimization and estate planning strategies).

There are no shortcuts to providing superior wealth management. By managing investment risk and clients’ expectations, we can help them enjoy positive and enduring benefits. Given the opportunity, we would like to do the same for you.