Who We Are
Walden Advisors is an independent, fee based financial services firm working with residents in the Greater Cincinnati area. The core of our competitive advantage rests in our ability to deliver financial guidance in an objective manner, independent of product sales incentives that plague other firms in the industry. The net result is we can work with our clients without undue pressures that invariably create conflicts of interest over time.
How We Help
More than anything, what we do to help our clients is to aid them in using a time-tested process for structuring their financial lives. This process has been refined over the last few decades to comprehensively address one's financial needs in an efficient and effective manner. The fact is that if you have a bad process (or none at all), it is much more difficult to set and achieve meaningful financial goals. We can help you change that.