Financial Planning & Investment Management for People with Limitless Possibilities
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.
A Wholeistic Approach
Financial planning brings peace of mind by quantifying those things that are truly important to you and your family and devolving a plan to make those goals a reality.
At Infinity Wealth Counsel we take the time to get to know you and your financial situation and guide you through the process of developing your plan to meet those goals.
Having specific and measurable benchmarks and understanding the steps necessary to meet those goals makes it easier to prioritize expenses and empowers you to make sound financial decisions.
The Path to Success
Built on the five factor model which was developed by Nobel Prize winner Eugene Fama and Dartmouth Professor Kenneth French, our investment philosophy is built on the premise of capturing the risk premiums which are available from investing in certain asset classes.
The five risk factors which affect investment return are:
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.
During his free time, Chris enjoys spending time with his family which includes his wife Carol, five children, two daughters-in-law and four grandchildren. Chris enjoys spending time boating, hiking, and kayaking.
Carol Oberholzer is the Operations and Client Service Manager at Infinity Wealth Counsel.
Carol earned a B.S. from the University of Dayton in Education with a minor in Accounting.
Carol has worked in the financial industry for more than 10 years in client services and tax preparation. In addition to running the day to day operations of the office, she is in direct contact with clients to schedule meetings, open accounts, and process deposits, transfers and distributions.
Carol has been very involved in Loveland youth athletics as a coach for the middle school cross country team, parent liaison for the high school swim team and athletic booster member. She has also volunteered with the middle and high school drama clubs and the Loveland Schools Levy Campaign.
Carol enjoys spending her free-time outdoors with her family. When they are together, they all have fun golfing, hiking & boating.