Altiora

 

HIGHER THINKING ABOUT WEALTH

Altiora Group, LLC is a wealth consulting firm. We offer a flat fee, unbundled alternative to traditional, asset-based wealth management. We specialize in Personal CFO services, income tax, and evidence-based investing, all built on a planning-centric model.

Altiora is an independent registered investment adviser regulated by the U.S. Securities and Exchange Commission (SEC). We serve clients nationwide.

Experienced Team

Pamela Clark, CFP®, CPA - Co-Founder

Derek Tinnin, CFP® - Co-Founder

Theresa Bohrer, CPA, MST - Tax Director

Jennifer Gnam, CPA - Tax Manager

Ashley Huxel - Wealth Advisor

Alexis Krulcik, CPA  - Operations Specialist

Jill Parsons, CPA - Tax Manager

Laura Vermeil - Office Manager

Kathy Siebel - Administrative Services

 

Extraordinary Allies

Altiora is pleased to have access to the resources and capabilities of many leading companies, including these valued allies.

Dimensional Fund Advisors

Vanguard Financial Advisor Services

Charles Schwab Advisor Services

Fidelity Institutional Wealth Services

TD Ameritrade Institutional

BDO USA, LLP 

Disclosures and Privacy Policy

Altiora is registered and regulated by the United States Securities and Exchange Commission (SEC).

For existing or prospective clients, the following document contains disclosures and other important information about our firm:

Altiora Group, LLC Form ADV Parts 2A and 2B

Privacy Policy

Site Disclaimer

This web site is for informational purposes only and does not constitute a complete description of our services. This site is in no way a solicitation or offer to sell investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Nothing on this web site should be interpreted to state or imply that past results are an indication of future performance.

 
 
 

Altiora Group, LLC | 5947 Deerfield Boulevard, Suite 202 | Mason, OH 45040 | Phone: (513) 834-8056 | Fax: (877) 523-7005

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