Concentric Wealth Management/ Burke & Schindler CPA
Firm overview
Concentric Wealth Management offers a boutique, hands on, and comprehensive approach to wealth management and financial planning. Paired with our CPA arm Burke & Schindler, great opportunities and efficiencies are realized by our clients. With a focus on business owners and high net worth individuals & families, the firm is best positioned to evaluate, assist and support the pursuit of financial goals and objectives.
Products and/or services
Our broad range of services include investment management and advisory, financial planning, retirement plans (401k & IRA’s), philanthropy (Foundations & DAF’s), M & A, business evaluation and consulting services, and tax & audit work.
Past/current involvement with the Goering Center
The firm is a new member of The Goering Center & looks forward to the opportunity to engage with membership and share our 35 years of financial service knowledge & expertise.
Special offer for Goering Center Core Members
Concentric Wealth Management/Burke & Schindler CPA would be pleased to offer all Goering Center Core members a complimentary review of their professional and personal wealth management & advisory accounts, retirement plans, philanthropy & past tax work with a holistic view to identify current and future opportunities and efficiencies.
Contact information
Primary contact: Pete Robinson
probinson@burkecpa.com
513-338-0083
901 Adams Crossing
Cincinnati, OH 45202
concentricwealthmhmt.com / burkecpa.com
Year founded: 2011 / 1984