wiseradvisor

Chris Oberholzer
Infinity Wealth Counsel

Tel: (513) 563-3500
433 West Loveland Avenue
Loveland, OH 45140

People with Limitless Possibilities

Infinity Wealth Counsel | Financial Advisor in Loveland ,OH

About Infinity Wealth Counsel

Infinity Wealth Counsel, LLC, is a Registered Investment Advisor providing financial planning and investment management services to families and small businesses.

As a fee-only RIA, we have eliminated the conflict of interest inherent in the traditional sales based brokerage relationship and are held to a fiduciary standard of care which is significantly stronger than the suitability standard required of other financial professionals.

TD Ameritrade is a strategic partner of Infinity Wealth Counsel. They are our primary custodian for client assets. As custodian, TD Ameritrade holds all client assets, executes trades based on direction from Infinity Wealth Counsel and offers a wide variety of financial services at discounted rates to our clients.

Dimensional Fund Advisors is a strategic partner of Infinity Wealth Counsel. DFA manages a full site of low cost and tax efficient institutional class mutual funds which provide asset class exposure in accordance to the five factor model developed by Kenneth French and Nobel Prize winner Eugene Fama


General Information

Firm Start Year:   2014
No.of Employees:   2-4
States Licensed in:   OH
Number of Years with Current Firm:   6
I work with the following types of clients:   Individual Investors


Services

I can meet clients in the following ways:   Via email, Via phone, Video Conference, At your office, At my office


Compliance

Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $250K+
Compensation Methods:   Flat Fee


Chris Oberholzer

Chris Oberholzer

CFP®

Chris Oberholzer is a Certified Financial Planner who specializes in guiding clients in making sound financial decisions and in managing their investment portfolio to enable them to achieve their financial goals.

Chris earned a B.S. in Business Administration from the University of Dayton with specializations in Finance and Economics. In 1992, he completed the Certified Financial Planner (CFP) Professional Education program at the College for Financial Planning.

During his 22 year career with Wealth Dimensions Group, Chris held many positions, including Director of Financial Planning, Investment Committee Chair and Managing Member. In 2014 he founded Infinity Wealth Counsel to allow him to spend more time on the part of the business where his true passion lies, working directly with clients.

Chris is an active member and former treasurer of the Cincinnati Chapter of the Financial Planning Association. He has been involved in financial education through Junior Achievement and as the Chairman of Youth Development for the Rotary Club of Northeast Cincinnati. He has also served as a board member and president of the Rotary Club of Northeast Cincinnati.

In 2020 Chris was named a Five Star Wealth Manager for the 8th time.

During his free time, Chris enjoys spending time with his family which includes his wife Carol, five children, three daughters-in-law, four grandchildren and a Bernedoodle puppy named Willow. Chris enjoys spending time outdoors; water skiing, swimming, biking, hiking, and kayaking.

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